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
451
$1.4M 0.02%
11,810
-1,240
452
$1.39M 0.02%
28,472
+11,470
453
$1.39M 0.02%
62,997
-1,709
454
$1.39M 0.02%
63,000
455
$1.38M 0.02%
31,056
-1,339
456
$1.36M 0.02%
58,387
+3,768
457
$1.36M 0.02%
54,690
-212,402
458
$1.36M 0.02%
65,453
-5,154
459
$1.35M 0.02%
+47,810
460
$1.35M 0.02%
17,843
+3,802
461
$1.34M 0.02%
22,192
+387
462
$1.34M 0.02%
21,980
-800
463
$1.34M 0.02%
36,605
-1,700
464
$1.33M 0.02%
14,064
-227
465
$1.32M 0.02%
29,647
+16,949
466
$1.29M 0.01%
13,587
+976
467
$1.29M 0.01%
28,357
+33
468
$1.28M 0.01%
28,671
-10,433
469
$1.27M 0.01%
56,509
-659
470
$1.27M 0.01%
135,281
-20,776
471
$1.27M 0.01%
79,815
+1,450
472
$1.25M 0.01%
42,638
+6,534
473
$1.25M 0.01%
15,291
474
$1.24M 0.01%
25,925
+76
475
$1.23M 0.01%
31,000
17 18
19
20 21