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
476
$1.23M 0.01%
51,350
+1,750
477
$1.22M 0.01%
42,960
478
$1.21M 0.01%
21,412
+2,042
479
$1.19M 0.01%
21,946
+4,726
480
$1.19M 0.01%
31,154
-270
481
$1.18M 0.01%
13,852
-275
482
$1.18M 0.01%
9,376
-277
483
$1.18M 0.01%
29,928
+2,300
484
$1.17M 0.01%
26,220
-224
485
$1.17M 0.01%
72,060
-4,700
486
$1.17M 0.01%
31,794
+5,084
487
$1.16M 0.01%
12,099
-449
488
$1.16M 0.01%
27,925
+20,895
489
$1.15M 0.01%
143,755
+96,320
490
$1.15M 0.01%
+36,649
491
$1.14M 0.01%
23,451
-27,182
492
$1.14M 0.01%
16,577
+419
493
$1.14M 0.01%
14,970
494
$1.14M 0.01%
13,850
-1,071
495
$1.14M 0.01%
801
-3,173
496
$1.13M 0.01%
20,354
497
$1.13M 0.01%
26,318
-43,691
498
$1.12M 0.01%
117,754
+8,258
499
$1.12M 0.01%
19,373
+11,305
500
$1.12M 0.01%
28,102
-1,868
18 19
20
21 22