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
451
$499K 0.01%
10,675
+1,106
452
$496K 0.01%
4,308
+182
453
$496K 0.01%
10,837
+1,414
454
$492K 0.01%
19,406
+2,622
455
$490K 0.01%
8,590
+1,432
456
$489K 0.01%
+7,313
457
$485K 0.01%
82,895
+1,606
458
$482K 0.01%
+19,800
459
$480K 0.01%
20,184
+180
460
$477K 0.01%
+12,946
461
$474K 0.01%
11,524
+796
462
$471K 0.01%
6,966
+2,987
463
$466K 0.01%
8,329
+3,687
464
$461K 0.01%
+2,413
465
$461K 0.01%
9,684
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466
$453K 0.01%
18,195
467
$452K 0.01%
+8,200
468
$450K 0.01%
9,216
+18
469
$448K 0.01%
5,130
+1,584
470
$448K 0.01%
6,707
+69
471
$445K 0.01%
17,808
+3,586
472
$444K 0.01%
25,998
+377
473
$442K 0.01%
8,767
+2,665
474
$441K 0.01%
8,055
+3,420
475
$440K 0.01%
4,774
+295
17 18
19
20 21