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
801
$383K ﹤0.01%
14,722
+4,148
802
$382K ﹤0.01%
3,850
+135
803
$382K ﹤0.01%
14,186
-19,650
804
$379K ﹤0.01%
+7,581
805
$378K ﹤0.01%
10,428
-1,614
806
$378K ﹤0.01%
+6,826
807
$377K ﹤0.01%
21,435
-1,075
808
$376K ﹤0.01%
12,607
-14,668
809
$376K ﹤0.01%
+11,757
810
$375K ﹤0.01%
3,715
-23
811
$374K ﹤0.01%
6,792
+165
812
$374K ﹤0.01%
10,726
+4,971
813
$374K ﹤0.01%
6,191
-86
814
$373K ﹤0.01%
9,496
815
$372K ﹤0.01%
11,005
-545
816
$372K ﹤0.01%
69,370
-5,540
817
$371K ﹤0.01%
5,880
+990
818
$371K ﹤0.01%
9,708
-29
819
$370K ﹤0.01%
5,493
+1,037
820
$369K ﹤0.01%
8,797
+129
821
$367K ﹤0.01%
13,295
-685
822
$363K ﹤0.01%
19,553
+5,231
823
$361K ﹤0.01%
25,645
+445
824
$361K ﹤0.01%
9,713
-1,931
825
$361K ﹤0.01%
8,449
-376
31 32
33
34 35