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
$8.76B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$130M
3
+$46.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$26.2M
5
SO icon
Southern Company
SO
+$15.2M

Top Sells

1
+$50.3M
2
+$28.1M
3
+$25M
4
BAC icon
Bank of America
BAC
+$24.8M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$23.3M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.91%
3 Financials 9.97%
4 Industrials 8.94%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$759K 0.01%
12,105
+233
602
$756K 0.01%
165,493
-11,695
603
$750K 0.01%
16,883
-2,000
604
$748K 0.01%
118,586
+46,403
605
$745K 0.01%
11,080
+51
606
$739K 0.01%
40,372
+2,000
607
$738K 0.01%
18,075
+627
608
$732K 0.01%
12,095
+6,474
609
$731K 0.01%
23,334
+4,539
610
$729K 0.01%
17,424
+4,727
611
$726K 0.01%
+8,799
612
$719K 0.01%
28,521
+631
613
$718K 0.01%
9,421
+3,420
614
$717K 0.01%
11,017
+453
615
$716K 0.01%
8,505
-20,567
616
$714K 0.01%
14,497
-4,821
617
$704K 0.01%
78,708
+12,260
618
$695K 0.01%
12,441
-2,094
619
$694K 0.01%
5,464
-490
620
$693K 0.01%
11,339
+3,007
621
$689K 0.01%
26,985
-10,636
622
$685K 0.01%
52,600
+2,800
623
$683K 0.01%
8,702
-1,448
624
$682K 0.01%
+154,704
625
$681K 0.01%
13,396
+582
23 24
25
26 27