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
851
$331K ﹤0.01%
5,094
+335
852
$328K ﹤0.01%
26,470
+948
853
$327K ﹤0.01%
6,570
-2,867
854
$327K ﹤0.01%
3,974
-277
855
$326K ﹤0.01%
13,052
+908
856
$326K ﹤0.01%
3,089
-199
857
$325K ﹤0.01%
33,969
-195,660
858
$325K ﹤0.01%
+4,440
859
$325K ﹤0.01%
483
-35
860
$324K ﹤0.01%
6,296
-3,386
861
$323K ﹤0.01%
6,915
862
$323K ﹤0.01%
10,475
863
$322K ﹤0.01%
6,639
-32
864
$322K ﹤0.01%
5,850
-290
865
$321K ﹤0.01%
5,020
866
$319K ﹤0.01%
8,546
+81
867
$317K ﹤0.01%
+13,395
868
$317K ﹤0.01%
2,712
-175
869
$316K ﹤0.01%
3,310
+699
870
$316K ﹤0.01%
13,631
+4,309
871
$315K ﹤0.01%
+18,176
872
$314K ﹤0.01%
7,431
+900
873
$313K ﹤0.01%
7,544
-2,545
874
$313K ﹤0.01%
4,074
-921
875
$313K ﹤0.01%
+12,274
33 34
35
36 37