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
$4.98B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$38.3M
3
+$18.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$15.8M

Top Sells

1
+$42.2M
2
+$36.9M
3
+$25.5M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$20.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$16.8M

Sector Composition

1 Technology 12.33%
2 Healthcare 10.59%
3 Energy 10.56%
4 Financials 10.38%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.12M 0.02%
+4,903
327
$1.12M 0.02%
9,764
+3,660
328
$1.11M 0.02%
21,247
329
$1.11M 0.02%
25,898
-501
330
$1.11M 0.02%
52,414
+25,722
331
$1.1M 0.02%
16,994
+10,296
332
$1.08M 0.02%
26,942
-540
333
$1.07M 0.02%
14,926
+958
334
$1.07M 0.02%
15,385
+1,485
335
$1.06M 0.02%
+20,865
336
$1.06M 0.02%
16,741
+5,433
337
$1.04M 0.02%
89,527
+32,656
338
$1.04M 0.02%
87,512
+4,220
339
$1.03M 0.02%
29,833
-1,550
340
$1.03M 0.02%
14,970
+500
341
$1.02M 0.02%
+53,920
342
$1.02M 0.02%
16,522
+2,075
343
$1.02M 0.02%
34,464
344
$1.01M 0.02%
29,050
345
$1.01M 0.02%
24,590
-500
346
$1.01M 0.02%
12,018
+1,246
347
$1M 0.02%
13,290
+1,901
348
$990K 0.02%
28,724
+6,218
349
$979K 0.02%
+34,914
350
$976K 0.02%
+79,248
12 13
14
15 16