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
426
$1.55M 0.02%
20,570
+1,978
427
$1.54M 0.02%
38,932
+9,718
428
$1.54M 0.02%
19,012
+7,155
429
$1.54M 0.02%
48,702
+26,390
430
$1.52M 0.02%
39,740
+244
431
$1.52M 0.02%
18,420
-108
432
$1.51M 0.02%
14,649
-2,307
433
$1.51M 0.02%
20,646
+2,860
434
$1.51M 0.02%
36,204
+630
435
$1.51M 0.02%
22,180
-587
436
$1.51M 0.02%
238,033
-41,967
437
$1.5M 0.02%
13,692
-906
438
$1.5M 0.02%
79,126
+26,163
439
$1.48M 0.02%
11,314
+203
440
$1.48M 0.02%
29,273
-5,352
441
$1.48M 0.02%
36,447
+7,415
442
$1.47M 0.02%
27,691
+863
443
$1.47M 0.02%
25,415
+1,783
444
$1.46M 0.02%
4,080
-61
445
$1.45M 0.02%
35,250
446
$1.45M 0.02%
29,597
-24,350
447
$1.45M 0.02%
20,353
+1,580
448
$1.45M 0.02%
17,813
+6,752
449
$1.41M 0.02%
10,084
+240
450
$1.41M 0.02%
68,505
-1,356
16 17
18
19 20