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
401
$1.76M 0.02%
31,293
+8,710
402
$1.76M 0.02%
38,057
-1,041
403
$1.76M 0.02%
35,736
-539
404
$1.75M 0.02%
10,459
+1,530
405
$1.75M 0.02%
25,679
+531
406
$1.74M 0.02%
141,016
+2,807
407
$1.72M 0.02%
33,074
-384
408
$1.71M 0.02%
50,620
-670
409
$1.7M 0.02%
16,888
+542
410
$1.68M 0.02%
42,260
-9,740
411
$1.68M 0.02%
21,836
+2,209
412
$1.67M 0.02%
31,866
+7,286
413
$1.66M 0.02%
42,401
+17,491
414
$1.66M 0.02%
73,284
+18,749
415
$1.65M 0.02%
46,574
+762
416
$1.63M 0.02%
54,480
+261
417
$1.62M 0.02%
15,529
-629
418
$1.62M 0.02%
16,100
+1,052
419
$1.6M 0.02%
20,412
-10,663
420
$1.59M 0.02%
36,627
+1,224
421
$1.57M 0.02%
24,678
+888
422
$1.57M 0.02%
48,027
+401
423
$1.57M 0.02%
24,135
+288
424
$1.55M 0.02%
14,600
-1,629
425
$1.55M 0.02%
8,970
-487
15 16
17
18 19