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
76
$30M 0.34%
213,736
-3,205
77
$30M 0.34%
412,954
+1,013
78
$29.5M 0.34%
795,802
+8,943
79
$29.5M 0.34%
310,388
+5,410
80
$29.3M 0.33%
683,312
+333,804
81
$29.2M 0.33%
506,595
-222,670
82
$29.1M 0.33%
447,952
+215,258
83
$29M 0.33%
577,658
+2,564
84
$28.8M 0.33%
395,192
+34,970
85
$28.6M 0.33%
366,308
-111,824
86
$28.2M 0.32%
347,622
+29,662
87
$27.9M 0.32%
137,626
+8,408
88
$27.8M 0.32%
400,519
+6,170
89
$27.7M 0.32%
585,413
-18
90
$25.8M 0.3%
415,076
+24,658
91
$25.8M 0.29%
581,741
+5,874
92
$25.5M 0.29%
248,047
+3,389
93
$25.2M 0.29%
459,334
+37,898
94
$24.9M 0.28%
308,024
+587
95
$24.1M 0.28%
305,940
+43,234
96
$24.1M 0.28%
675,419
+52,662
97
$24M 0.27%
1,562,499
-1,611,736
98
$23.9M 0.27%
308,976
+1,966
99
$23.8M 0.27%
759,306
+93,163
100
$23.4M 0.27%
218,445
+102,648
2 3
4
5 6