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
826
$360K ﹤0.01%
17,658
-1,007
827
$360K ﹤0.01%
+6,428
828
$356K ﹤0.01%
15,319
+1,750
829
$354K ﹤0.01%
6,713
-8,787
830
$354K ﹤0.01%
12,849
+1,944
831
$352K ﹤0.01%
20,178
+95
832
$352K ﹤0.01%
11,945
-369,347
833
$351K ﹤0.01%
13,110
+634
834
$347K ﹤0.01%
+2,626
835
$347K ﹤0.01%
8,017
-545
836
$346K ﹤0.01%
10,042
-398,727
837
$345K ﹤0.01%
6,716
+655
838
$345K ﹤0.01%
6,399
+2,326
839
$342K ﹤0.01%
9,668
-112
840
$341K ﹤0.01%
+7,383
841
$341K ﹤0.01%
+14,110
842
$337K ﹤0.01%
23,718
843
$336K ﹤0.01%
11,832
-1,996
844
$336K ﹤0.01%
7,583
-1,240
845
$336K ﹤0.01%
438
+76
846
$335K ﹤0.01%
5,235
+285
847
$335K ﹤0.01%
+7,800
848
$334K ﹤0.01%
2,504
-73
849
$333K ﹤0.01%
7,550
-7,017
850
$332K ﹤0.01%
+7,060
32 33
34
35 36