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
376
$844K 0.02%
13,544
+8,477
377
$833K 0.02%
717
+40
378
$827K 0.02%
9,201
+92
379
$825K 0.02%
19,721
+1,531
380
$822K 0.02%
19,120
+462
381
$815K 0.02%
1,352
+35
382
$811K 0.02%
20,688
+5,332
383
$808K 0.02%
20,152
+1,962
384
$803K 0.02%
+25,985
385
$801K 0.02%
2,911
+136
386
$794K 0.02%
+12,575
387
$790K 0.02%
26,624
+3,552
388
$788K 0.02%
12,206
+4,818
389
$775K 0.02%
+18,832
390
$770K 0.02%
8,490
+2,629
391
$763K 0.02%
+24,163
392
$761K 0.02%
18,903
-1,019
393
$755K 0.02%
8,527
+1,327
394
$755K 0.02%
24,645
-423
395
$741K 0.01%
+15,744
396
$737K 0.01%
12,688
+1,237
397
$734K 0.01%
22,264
-15,983
398
$733K 0.01%
21,796
+621
399
$723K 0.01%
24,812
-4,864
400
$718K 0.01%
8,009
+820
14 15
16
17 18