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
26
$45.8M 0.92%
1,299,191
+4,663
27
$43.4M 0.87%
882,750
+37,931
28
$42.9M 0.86%
521,289
+13,682
29
$42.4M 0.85%
409,122
+15,010
30
$41.2M 0.83%
1,020,583
+44,560
31
$40.9M 0.82%
810,758
-53,072
32
$40.5M 0.81%
974,999
+4,976
33
$39.5M 0.79%
1,007,574
+15,668
34
$39.4M 0.79%
1,519,567
+32,488
35
$38.3M 0.77%
+226,545
36
$38.2M 0.77%
2,473,216
+472,447
37
$37M 0.74%
420,966
+18,936
38
$36.8M 0.74%
438,038
+55,648
39
$36.3M 0.73%
403,059
+15,717
40
$33.8M 0.68%
471,290
+24,100
41
$31.3M 0.63%
274,329
+47,482
42
$30.8M 0.62%
1,664,810
-46,280
43
$30.6M 0.62%
427,911
+43,611
44
$30.4M 0.61%
601,530
+25
45
$28.7M 0.58%
732,994
-17,297
46
$28.5M 0.57%
395,602
-23,152
47
$28.4M 0.57%
335,952
-1,652
48
$27.8M 0.56%
239,079
-3,257
49
$27.2M 0.55%
1,023,130
+95,865
50
$26.7M 0.54%
454,190
+74,716
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