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
351
$971K 0.02%
69,975
352
$957K 0.02%
12,708
+1,205
353
$956K 0.02%
29,195
-19,244
354
$952K 0.02%
28,700
-500
355
$942K 0.02%
28,310
+1,200
356
$933K 0.02%
6,616
-244
357
$923K 0.02%
6,811
-73
358
$922K 0.02%
17,513
-1,275
359
$919K 0.02%
14,582
+1,243
360
$916K 0.02%
9,868
+1,017
361
$911K 0.02%
23,734
+140
362
$910K 0.02%
46,591
-4,756
363
$909K 0.02%
7,456
+2,189
364
$906K 0.02%
13,562
+1,466
365
$890K 0.02%
26,726
-36,431
366
$885K 0.02%
27,065
+18,782
367
$885K 0.02%
24,834
-244
368
$876K 0.02%
+15,408
369
$875K 0.02%
10,901
+233
370
$872K 0.02%
+28,298
371
$868K 0.02%
13,006
+3,996
372
$859K 0.02%
17,755
+477
373
$857K 0.02%
10,102
-2,919
374
$848K 0.02%
21,864
+2,783
375
$847K 0.02%
75,000
13 14
15
16 17