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
776
$422K ﹤0.01%
4,508
-121
777
$421K ﹤0.01%
11,169
-7
778
$421K ﹤0.01%
16,680
-845
779
$420K ﹤0.01%
34,152
-1,300
780
$419K ﹤0.01%
51,091
+19,839
781
$418K ﹤0.01%
3,291
-11,354
782
$415K ﹤0.01%
37,874
-14,325
783
$415K ﹤0.01%
3,801
+860
784
$411K ﹤0.01%
3,354
+860
785
$409K ﹤0.01%
58,525
-7,720
786
$408K ﹤0.01%
22,774
-1,765
787
$407K ﹤0.01%
15,914
-9,892
788
$407K ﹤0.01%
10,850
-690
789
$402K ﹤0.01%
8,901
-513
790
$402K ﹤0.01%
+6,843
791
$399K ﹤0.01%
7,558
-373
792
$394K ﹤0.01%
11,300
+1,600
793
$393K ﹤0.01%
18,170
-24
794
$393K ﹤0.01%
28,000
795
$391K ﹤0.01%
11,200
796
$391K ﹤0.01%
14,451
-424,411
797
$391K ﹤0.01%
50,567
+9,665
798
$390K ﹤0.01%
7,871
-513
799
$387K ﹤0.01%
6,174
-15
800
$386K ﹤0.01%
16,050
-785
30 31
32
33 34