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
351
$2.33M 0.03%
80,438
-196
352
$2.29M 0.03%
38,025
-1,176
353
$2.29M 0.03%
32,823
+927
354
$2.24M 0.03%
2,917
-79
355
$2.24M 0.03%
34,086
-21,838
356
$2.23M 0.03%
35,813
-4,328
357
$2.22M 0.03%
187,163
-148,350
358
$2.2M 0.03%
39,397
+1,204
359
$2.2M 0.03%
9,179
+2,742
360
$2.19M 0.03%
21,741
-1,550
361
$2.19M 0.03%
42,330
+1,880
362
$2.18M 0.02%
17,099
-182
363
$2.15M 0.02%
10,030
-8,629
364
$2.15M 0.02%
8,602
-1,041
365
$2.13M 0.02%
+97,000
366
$2.13M 0.02%
31,812
+617
367
$2.12M 0.02%
43,032
+2,897
368
$2.11M 0.02%
36,964
+14,801
369
$2.11M 0.02%
26,425
+6,529
370
$2.1M 0.02%
27,322
+1,944
371
$2.08M 0.02%
52,488
-1,332
372
$2.06M 0.02%
38,072
+2,363
373
$2.06M 0.02%
70,175
+896
374
$2.05M 0.02%
71,866
-2,150
375
$2.04M 0.02%
12,344
+1,816
13 14
15
16 17