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
$4.98B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$38.3M
3
+$18.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$15.8M

Top Sells

1
+$42.2M
2
+$36.9M
3
+$25.5M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$20.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$16.8M

Sector Composition

1 Technology 12.33%
2 Healthcare 10.59%
3 Energy 10.56%
4 Financials 10.38%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.8M 0.4%
368,910
+131,130
77
$19.5M 0.39%
273,204
+93,843
78
$19.4M 0.39%
222,928
+28,784
79
$19.3M 0.39%
305,568
-9,668
80
$19.3M 0.39%
173,630
-24,020
81
$18.8M 0.38%
224,885
+7,826
82
$18.7M 0.38%
366,132
-88,268
83
$18.6M 0.37%
233,250
+16,014
84
$18.5M 0.37%
246,824
+10,600
85
$18.5M 0.37%
261,636
+19,761
86
$17.6M 0.35%
213,460
+191,810
87
$17.3M 0.35%
232,332
+45,445
88
$17M 0.34%
467,846
+78,774
89
$17M 0.34%
182,929
+4,539
90
$16.4M 0.33%
309,064
-7,800
91
$16.3M 0.33%
140,271
+11,757
92
$15.8M 0.32%
421,716
+19,500
93
$15.6M 0.31%
325,630
-29,392
94
$15.3M 0.31%
373,471
-8,764
95
$15M 0.3%
182,679
+13,088
96
$14.9M 0.3%
265,166
+155,186
97
$14.1M 0.28%
632,192
-28,192
98
$14M 0.28%
132,901
+6,757
99
$13.8M 0.28%
160,927
+26,081
100
$13.6M 0.27%
449,816
-11,939
2 3
4
5 6