JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.76B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$130M
3
+$46.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$26.2M
5
SO icon
Southern Company
SO
+$15.2M

Top Sells

1
+$50.3M
2
+$28.1M
3
+$25M
4
BAC icon
Bank of America
BAC
+$24.8M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$23.3M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.91%
3 Financials 9.97%
4 Industrials 8.94%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.19M 0.04%
225,403
-2,196
302
$3.19M 0.04%
32,786
+3,662
303
$3.17M 0.04%
27,820
-210
304
$3.16M 0.04%
52,342
+1,799
305
$3.15M 0.04%
44,006
+3,788
306
$3.1M 0.04%
104,000
307
$3.08M 0.04%
56,548
-66,942
308
$3.05M 0.03%
70,481
+5,291
309
$3.02M 0.03%
177,780
-9,155
310
$3.02M 0.03%
54,916
-6,218
311
$3.01M 0.03%
44,786
312
$3M 0.03%
35,815
+3,123
313
$2.98M 0.03%
+142,470
314
$2.97M 0.03%
73,070
-7,288
315
$2.96M 0.03%
+94,172
316
$2.93M 0.03%
164,926
-32,734
317
$2.92M 0.03%
80,711
+5,772
318
$2.88M 0.03%
150,887
319
$2.86M 0.03%
74,396
320
$2.82M 0.03%
49,932
+4,111
321
$2.72M 0.03%
28,078
-3,682
322
$2.72M 0.03%
216,240
+20,160
323
$2.72M 0.03%
42,766
-798
324
$2.71M 0.03%
89,652
-340
325
$2.68M 0.03%
60,268
-2,811
11 12
13
14 15