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
501
$381K 0.01%
4,128
+288
502
$381K 0.01%
5,067
-440
503
$378K 0.01%
21,239
+168
504
$374K 0.01%
9,157
+1,706
505
$374K 0.01%
5,797
+166
506
$367K 0.01%
5,258
+307
507
$363K 0.01%
20,608
+7,238
508
$357K 0.01%
18,554
-30,994
509
$356K 0.01%
9,833
+87
510
$350K 0.01%
+8,561
511
$346K 0.01%
+41,448
512
$344K 0.01%
8,332
-325
513
$343K 0.01%
4,087
+231
514
$342K 0.01%
12,186
-163
515
$341K 0.01%
4,595
+583
516
$341K 0.01%
10,359
-9,193
517
$338K 0.01%
10,350
+3,452
518
$337K 0.01%
4,173
+313
519
$337K 0.01%
5,964
+890
520
$336K 0.01%
+5,300
521
$328K 0.01%
14,257
-2,824
522
$323K 0.01%
+6,881
523
$317K 0.01%
8,222
-12,976
524
$316K 0.01%
6,513
+48
525
$314K 0.01%
6,509
+22
19 20
21
22 23