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
551
$268K 0.01%
+5,012
552
$267K 0.01%
+5,536
553
$266K 0.01%
19,232
+1,191
554
$265K 0.01%
5,303
+129
555
$264K 0.01%
3,065
+364
556
$264K 0.01%
7,244
-812
557
$263K 0.01%
10,168
+352
558
$260K 0.01%
+4,995
559
$258K 0.01%
5,133
-50
560
$255K 0.01%
5,163
-6,275
561
$255K 0.01%
+1,519
562
$254K 0.01%
+2,599
563
$254K 0.01%
10,881
-1,840
564
$253K 0.01%
5,346
-7,934
565
$252K 0.01%
4,274
+1,250
566
$250K 0.01%
3,009
+111
567
$249K 0.01%
4,738
+292
568
$248K 0.01%
+9,000
569
$247K 0.01%
+6,619
570
$246K ﹤0.01%
+2,280
571
$243K ﹤0.01%
+2,889
572
$240K ﹤0.01%
+13,930
573
$238K ﹤0.01%
+3,000
574
$237K ﹤0.01%
+3,558
575
$237K ﹤0.01%
19,684
-509
21 22
23
24 25