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
576
$234K ﹤0.01%
7,825
+494
577
$233K ﹤0.01%
+7,690
578
$232K ﹤0.01%
8,916
-4,841
579
$232K ﹤0.01%
14,982
+1,600
580
$232K ﹤0.01%
2,689
-894
581
$231K ﹤0.01%
+5,290
582
$229K ﹤0.01%
4,378
-2,280
583
$228K ﹤0.01%
+8,774
584
$228K ﹤0.01%
+5,089
585
$227K ﹤0.01%
7,121
-6,307
586
$227K ﹤0.01%
1,911
-177
587
$225K ﹤0.01%
13,078
-9,558
588
$225K ﹤0.01%
4,942
-165
589
$222K ﹤0.01%
+15,985
590
$222K ﹤0.01%
3,259
-691
591
$222K ﹤0.01%
+5,164
592
$221K ﹤0.01%
+3,663
593
$221K ﹤0.01%
4,554
-488
594
$221K ﹤0.01%
8,498
-1,767
595
$220K ﹤0.01%
+12,563
596
$220K ﹤0.01%
+2,981
597
$218K ﹤0.01%
543,560
-48,720
598
$216K ﹤0.01%
27,266
599
$213K ﹤0.01%
+2,224
600
$213K ﹤0.01%
4,552
-12
22 23
24
25 26