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
751
$448K 0.01%
9,974
-5,265
752
$448K 0.01%
15,950
-800
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$447K 0.01%
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$447K 0.01%
14,070
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$446K 0.01%
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$444K 0.01%
9,474
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757
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758
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28,129
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759
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760
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20,250
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764
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$433K ﹤0.01%
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$429K ﹤0.01%
22,101
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$428K ﹤0.01%
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$427K ﹤0.01%
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$426K ﹤0.01%
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773
$424K ﹤0.01%
3,611
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$424K ﹤0.01%
5,711
-884
775
$424K ﹤0.01%
3,512
-53
29 30
31
32 33