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
26
$78.5M 0.9%
761,076
+56,673
27
$75.2M 0.86%
1,849,833
+151,959
28
$74.1M 0.85%
536,988
-78
29
$71.1M 0.81%
707,102
+6,222
30
$70.7M 0.81%
805,581
+6,482
31
$66.1M 0.75%
2,113,118
+77,396
32
$61.8M 0.71%
843,909
-21,897
33
$61M 0.7%
1,450,768
+103,934
34
$59.8M 0.68%
389,982
-8,532
35
$59.4M 0.68%
1,254,890
+22,546
36
$59.1M 0.67%
852,648
-48,244
37
$58.6M 0.67%
525,653
+14,866
38
$57.5M 0.66%
530,846
+9,522
39
$56.9M 0.65%
606,994
+8,316
40
$56M 0.64%
3,470,411
-1,318,838
41
$55.5M 0.63%
525,961
+25,235
42
$54.9M 0.63%
559,184
+39,678
43
$54.3M 0.62%
339,703
+7,272
44
$52.6M 0.6%
1,910,794
+171,562
45
$52.5M 0.6%
840,940
-20,262
46
$51M 0.58%
2,066,973
+307,810
47
$50.9M 0.58%
339,006
+12,185
48
$50.5M 0.58%
605,429
-13,019
49
$49.7M 0.57%
431,292
+1,635
50
$49.4M 0.56%
470,612
+1,818
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