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
51
$49.1M 0.56%
177,157
+6,290
52
$48.7M 0.56%
1,532,347
+1,452,009
53
$47.8M 0.55%
330,916
+9,486
54
$47M 0.54%
225,907
+19,493
55
$45.8M 0.52%
954,732
-7,815
56
$45.4M 0.52%
881,592
+25,987
57
$43.4M 0.5%
993,441
-32,141
58
$42.9M 0.49%
1,606,266
-88,098
59
$42.6M 0.49%
519,636
+14,462
60
$40.9M 0.47%
576,247
+15,362
61
$40.3M 0.46%
688,537
+91,991
62
$39.5M 0.45%
604,256
+7,380
63
$37.6M 0.43%
811,936
+2,850
64
$37.1M 0.42%
498,658
+2,850
65
$37M 0.42%
418,473
-20,857
66
$36.9M 0.42%
373,147
-636
67
$36.8M 0.42%
732,788
+36,916
68
$36.7M 0.42%
242,173
+14,985
69
$36.6M 0.42%
469,548
+100,984
70
$35.7M 0.41%
313,941
+17,730
71
$34.8M 0.4%
1,146,315
+113,845
72
$34.3M 0.39%
226,288
+4,282
73
$33.9M 0.39%
1,070,425
-11,454
74
$33.2M 0.38%
602,771
+475,778
75
$31.5M 0.36%
731,032
+13,130
1 2
3
4 5