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
951
$255K ﹤0.01%
+3,350
952
$255K ﹤0.01%
10,321
+2,076
953
$253K ﹤0.01%
+5,622
954
$252K ﹤0.01%
7,521
+9
955
$252K ﹤0.01%
+13,364
956
$252K ﹤0.01%
+5,911
957
$252K ﹤0.01%
+4,601
958
$249K ﹤0.01%
21,642
959
$248K ﹤0.01%
5,537
-2,505
960
$247K ﹤0.01%
363
-370
961
$246K ﹤0.01%
7,305
962
$246K ﹤0.01%
4,505
-235
963
$246K ﹤0.01%
20,000
964
$245K ﹤0.01%
5,327
-7,038
965
$243K ﹤0.01%
6,579
+553
966
$242K ﹤0.01%
+28,740
967
$242K ﹤0.01%
1,920
-580
968
$241K ﹤0.01%
460,960
-47,240
969
$241K ﹤0.01%
8,682
-4,079
970
$241K ﹤0.01%
5,147
-1,124
971
$240K ﹤0.01%
26,799
+1,715
972
$238K ﹤0.01%
+8,448
973
$238K ﹤0.01%
16,167
-360
974
$237K ﹤0.01%
8,351
+29
975
$237K ﹤0.01%
4,311
+29
37 38
39
40 41