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
51
$26.7M 0.54%
196,682
+11,151
52
$26.7M 0.54%
98,968
+2,270
53
$26.3M 0.53%
141,888
+11,996
54
$26.2M 0.53%
107,186
+12,695
55
$25.9M 0.52%
676,464
-33,310
56
$25.7M 0.52%
715,120
+66,855
57
$25.3M 0.51%
278,659
+5,093
58
$25M 0.5%
504,982
+1,740
59
$24.9M 0.5%
209,497
+5,165
60
$24.1M 0.48%
629,246
+18,312
61
$23.8M 0.48%
1,063,205
+70,431
62
$23.8M 0.48%
365,221
+11,704
63
$23.8M 0.48%
260,712
+25,456
64
$23.6M 0.48%
199,445
+19,953
65
$23M 0.46%
585,256
+11,376
66
$23M 0.46%
2,325,815
+180,989
67
$23M 0.46%
434,739
+14,674
68
$22.6M 0.45%
311,665
+55,008
69
$22.6M 0.45%
170,844
+12,065
70
$22.5M 0.45%
261,805
+5,697
71
$22.1M 0.44%
289,021
+8,140
72
$22.1M 0.44%
824,900
+102,160
73
$22M 0.44%
395,672
+113,732
74
$21.4M 0.43%
1,072,280
+59,200
75
$20.8M 0.42%
199,802
-6,014
1 2
3
4 5