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
601
$212K ﹤0.01%
+3,976
602
$210K ﹤0.01%
+6,812
603
$209K ﹤0.01%
4,830
-151
604
$209K ﹤0.01%
+4,602
605
$209K ﹤0.01%
+7,158
606
$208K ﹤0.01%
+5,228
607
$206K ﹤0.01%
+1,631
608
$206K ﹤0.01%
40
-2
609
$205K ﹤0.01%
+3,771
610
$205K ﹤0.01%
18,750
611
$205K ﹤0.01%
2,012
-375
612
$205K ﹤0.01%
+2,053
613
$205K ﹤0.01%
11,907
-10,119
614
$202K ﹤0.01%
+5,327
615
$202K ﹤0.01%
+3,706
616
$201K ﹤0.01%
+2,644
617
$201K ﹤0.01%
12,661
-2,607
618
$200K ﹤0.01%
5,117
-716
619
$199K ﹤0.01%
17,702
-2,446
620
$198K ﹤0.01%
29,588
+16,838
621
$197K ﹤0.01%
12,415
+253
622
$196K ﹤0.01%
+10,214
623
$196K ﹤0.01%
10,943
+857
624
$190K ﹤0.01%
14,435
625
$174K ﹤0.01%
+15,000
23 24
25
26 27