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
926
$273K ﹤0.01%
+2,352
927
$272K ﹤0.01%
8,805
-4,120
928
$272K ﹤0.01%
7,887
-1,622
929
$270K ﹤0.01%
+2,953
930
$270K ﹤0.01%
7,314
-168
931
$269K ﹤0.01%
25,216
-28,778
932
$268K ﹤0.01%
19,359
-135
933
$268K ﹤0.01%
3,833
+348
934
$267K ﹤0.01%
42,877
+12,852
935
$267K ﹤0.01%
4,340
+518
936
$266K ﹤0.01%
+7,962
937
$265K ﹤0.01%
+11,370
938
$265K ﹤0.01%
6,799
-104
939
$264K ﹤0.01%
10,319
940
$262K ﹤0.01%
1,780
-1,681
941
$261K ﹤0.01%
7,140
+620
942
$259K ﹤0.01%
4,248
-4,424
943
$259K ﹤0.01%
2,755
+265
944
$259K ﹤0.01%
3,292
-154
945
$259K ﹤0.01%
5,083
+4
946
$258K ﹤0.01%
4,292
-371
947
$257K ﹤0.01%
15,450
-1,450
948
$256K ﹤0.01%
+1,482
949
$256K ﹤0.01%
+5,778
950
$256K ﹤0.01%
+3,412
36 37
38
39 40