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
326
$2.63M 0.03%
24,106
-569
327
$2.63M 0.03%
80,616
+43
328
$2.62M 0.03%
59,266
-95,638
329
$2.59M 0.03%
45,743
-5,686
330
$2.55M 0.03%
128,542
+38,827
331
$2.55M 0.03%
36,243
+11,041
332
$2.53M 0.03%
35,965
+2,075
333
$2.53M 0.03%
57,563
+6,479
334
$2.48M 0.03%
24,527
-1,619
335
$2.47M 0.03%
29,298
-10,017
336
$2.45M 0.03%
21,730
+574
337
$2.4M 0.03%
17,307
-1,006
338
$2.39M 0.03%
103,710
-775
339
$2.39M 0.03%
28,700
+7,952
340
$2.39M 0.03%
93,297
+10,002
341
$2.37M 0.03%
49,172
+9,799
342
$2.37M 0.03%
56,791
-2,079
343
$2.37M 0.03%
57,199
+5,806
344
$2.37M 0.03%
55,150
+3,620
345
$2.37M 0.03%
14,701
-4,166
346
$2.37M 0.03%
47,676
-6,276
347
$2.36M 0.03%
25,725
+4,694
348
$2.36M 0.03%
23,473
-131,561
349
$2.35M 0.03%
30,077
-4,170
350
$2.34M 0.03%
43,646
-5,963
12 13
14
15 16