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
976
$237K ﹤0.01%
1,965
+118
977
$237K ﹤0.01%
2,561
-923
978
$236K ﹤0.01%
3,432
-142
979
$236K ﹤0.01%
603
-30
980
$236K ﹤0.01%
+1,445
981
$235K ﹤0.01%
+6,330
982
$233K ﹤0.01%
4,811
-40,244
983
$233K ﹤0.01%
10,612
984
$231K ﹤0.01%
+9,144
985
$230K ﹤0.01%
8,710
986
$230K ﹤0.01%
+4,712
987
$229K ﹤0.01%
7,394
-3,227
988
$229K ﹤0.01%
+7,564
989
$229K ﹤0.01%
+9,761
990
$228K ﹤0.01%
+6,635
991
$228K ﹤0.01%
2,807
992
$227K ﹤0.01%
2,560
993
$227K ﹤0.01%
2,975
-145
994
$226K ﹤0.01%
14,516
-10,872
995
$226K ﹤0.01%
4,490
-350
996
$225K ﹤0.01%
330
-113
997
$224K ﹤0.01%
+20,976
998
$224K ﹤0.01%
674
+106
999
$224K ﹤0.01%
4,328
+42
1000
$223K ﹤0.01%
4,212
+4
38 39
40
41 42