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
526
$313K 0.01%
+7,072
527
$310K 0.01%
16,250
-675
528
$309K 0.01%
8,446
+567
529
$305K 0.01%
+41,525
530
$300K 0.01%
+4,379
531
$300K 0.01%
+35,000
532
$299K 0.01%
+7,972
533
$298K 0.01%
+7,125
534
$297K 0.01%
11,177
535
$296K 0.01%
8,950
+350
536
$294K 0.01%
16,193
-99
537
$293K 0.01%
8,470
+1,445
538
$292K 0.01%
43,274
+4,686
539
$288K 0.01%
2,241
+298
540
$285K 0.01%
+4,475
541
$283K 0.01%
11,919
-1
542
$280K 0.01%
+2,579
543
$276K 0.01%
4,032
+232
544
$275K 0.01%
2,341
-298
545
$272K 0.01%
6,572
546
$271K 0.01%
+11,395
547
$270K 0.01%
3,365
+756
548
$270K 0.01%
13,300
549
$269K 0.01%
+3,943
550
$269K 0.01%
3,850
+467
20 21
22
23 24