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
376
$2.04M 0.02%
28,270
+1,143
377
$2.02M 0.02%
34,753
+2,045
378
$2.01M 0.02%
44,582
-5,449
379
$2M 0.02%
39,018
-5,200
380
$2M 0.02%
20,848
+14,368
381
$2M 0.02%
24,850
+3,931
382
$1.99M 0.02%
49,200
+1,497
383
$1.98M 0.02%
103,055
-171
384
$1.96M 0.02%
52,059
-26,105
385
$1.95M 0.02%
50,538
-150
386
$1.93M 0.02%
40,602
+12,038
387
$1.93M 0.02%
16,981
+156
388
$1.92M 0.02%
20,577
389
$1.9M 0.02%
14,014
+60
390
$1.88M 0.02%
15,895
+722
391
$1.87M 0.02%
16,137
+21
392
$1.87M 0.02%
32,512
+12,859
393
$1.84M 0.02%
39,564
+386
394
$1.82M 0.02%
44,323
-2,190
395
$1.82M 0.02%
28,882
+2,467
396
$1.81M 0.02%
56,740
+6,044
397
$1.81M 0.02%
42,452
-3,800
398
$1.8M 0.02%
39,903
+368
399
$1.8M 0.02%
22,987
+29
400
$1.79M 0.02%
31,317
+363
14 15
16
17 18