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
626
$172K ﹤0.01%
11,425
+425
627
$168K ﹤0.01%
1,463
628
$167K ﹤0.01%
1,105
629
$163K ﹤0.01%
+20,925
630
$162K ﹤0.01%
+10,000
631
$159K ﹤0.01%
4,963
+122
632
$150K ﹤0.01%
12,097
633
$147K ﹤0.01%
13,857
+3,102
634
$145K ﹤0.01%
5,685
+45
635
$144K ﹤0.01%
+12,710
636
$135K ﹤0.01%
15,000
637
$128K ﹤0.01%
10,000
638
$126K ﹤0.01%
5,332
+90
639
$123K ﹤0.01%
+16,497
640
$119K ﹤0.01%
+13,015
641
$94K ﹤0.01%
2,696
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642
$89K ﹤0.01%
23,538
-3,358
643
$76K ﹤0.01%
4
644
$69K ﹤0.01%
3,535
645
$61K ﹤0.01%
10,000
646
$59K ﹤0.01%
3,750
647
$52K ﹤0.01%
2,797
+784
648
$41K ﹤0.01%
12,417
649
$38K ﹤0.01%
+11,399
650
$9K ﹤0.01%
10,000
24 25
26
27 28