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
876
$313K ﹤0.01%
+5,997
877
$309K ﹤0.01%
11,383
+912
878
$309K ﹤0.01%
2,515
-1,731
879
$308K ﹤0.01%
+7,900
880
$307K ﹤0.01%
+12,362
881
$307K ﹤0.01%
20,220
-6,678
882
$306K ﹤0.01%
+9,000
883
$306K ﹤0.01%
16,280
+185
884
$306K ﹤0.01%
9,767
885
$305K ﹤0.01%
5,306
-14,948
886
$304K ﹤0.01%
4,740
-50
887
$302K ﹤0.01%
7,918
-137
888
$302K ﹤0.01%
3,907
-5,533
889
$300K ﹤0.01%
+12,300
890
$300K ﹤0.01%
+6,645
891
$299K ﹤0.01%
32,005
-1,635
892
$298K ﹤0.01%
2,528
-86
893
$298K ﹤0.01%
15,856
894
$295K ﹤0.01%
+5,286
895
$295K ﹤0.01%
2,841
-164
896
$294K ﹤0.01%
4,118
-697
897
$293K ﹤0.01%
12,596
+412
898
$293K ﹤0.01%
+4,820
899
$292K ﹤0.01%
4,718
+674
900
$292K ﹤0.01%
5,531
+2,027
34 35
36
37 38