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
426
$575K 0.01%
4,152
-372
427
$574K 0.01%
17,456
+8,429
428
$572K 0.01%
7,124
+278
429
$570K 0.01%
8,790
+13
430
$568K 0.01%
9,742
+1,358
431
$567K 0.01%
13,844
+250
432
$563K 0.01%
8,428
-45
433
$559K 0.01%
9,965
+993
434
$558K 0.01%
10,100
+1,628
435
$556K 0.01%
54,980
+339
436
$549K 0.01%
62,999
-3,018
437
$548K 0.01%
3,879
+2,080
438
$543K 0.01%
+9,661
439
$542K 0.01%
+35,872
440
$539K 0.01%
8,454
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441
$531K 0.01%
10,196
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442
$529K 0.01%
9,580
+4,334
443
$528K 0.01%
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444
$527K 0.01%
65,200
445
$526K 0.01%
+7,897
446
$524K 0.01%
+9,954
447
$524K 0.01%
10,805
+621
448
$522K 0.01%
7,983
+98
449
$512K 0.01%
11,200
450
$501K 0.01%
6,890
+366
16 17
18
19 20