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
476
$439K 0.01%
8,052
+385
477
$439K 0.01%
11,263
478
$438K 0.01%
3,711
+17
479
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-18,963
480
$420K 0.01%
23,771
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481
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5,725
482
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3,412
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483
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-14,477
484
$411K 0.01%
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485
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486
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+22,750
487
$404K 0.01%
20,000
-500
488
$401K 0.01%
8,443
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489
$399K 0.01%
2,492
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490
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+4,580
491
$398K 0.01%
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492
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10,140
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493
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+1,393
494
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+15,250
495
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6,018
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496
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+7,727
497
$388K 0.01%
+10,670
498
$387K 0.01%
7,101
+447
499
$384K 0.01%
5,137
+94
500
$384K 0.01%
2,725
+200
18 19
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