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
901
$291K ﹤0.01%
19,562
+288
902
$291K ﹤0.01%
10,060
+3,003
903
$290K ﹤0.01%
8,557
+104
904
$289K ﹤0.01%
+11,310
905
$288K ﹤0.01%
+7,327
906
$288K ﹤0.01%
7,829
-2,067
907
$286K ﹤0.01%
4,989
-573
908
$286K ﹤0.01%
9,336
909
$285K ﹤0.01%
20,614
-17,128
910
$285K ﹤0.01%
3,414
+909
911
$284K ﹤0.01%
+2,933
912
$282K ﹤0.01%
6,230
-408
913
$282K ﹤0.01%
+17,166
914
$281K ﹤0.01%
+2,213
915
$280K ﹤0.01%
20,679
+1,772
916
$280K ﹤0.01%
14,530
-392
917
$278K ﹤0.01%
12,695
-705
918
$278K ﹤0.01%
+4,106
919
$277K ﹤0.01%
3,038
-3,198
920
$276K ﹤0.01%
+5,465
921
$276K ﹤0.01%
39,323
-129
922
$276K ﹤0.01%
97,942
+15,220
923
$274K ﹤0.01%
3,370
-715
924
$273K ﹤0.01%
5,868
-44
925
$273K ﹤0.01%
+6,295
35 36
37
38 39