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
1001
$223K ﹤0.01%
4,308
-234
1002
$223K ﹤0.01%
+4,501
1003
$221K ﹤0.01%
6,107
-1,131
1004
$220K ﹤0.01%
+1,126
1005
$220K ﹤0.01%
+6,650
1006
$220K ﹤0.01%
+6,971
1007
$219K ﹤0.01%
+4,581
1008
$219K ﹤0.01%
6,497
1009
$219K ﹤0.01%
+4,106
1010
$218K ﹤0.01%
5,081
-1,050
1011
$217K ﹤0.01%
8,022
+228
1012
$216K ﹤0.01%
+3,130
1013
$215K ﹤0.01%
3,525
-1,028
1014
$214K ﹤0.01%
12,426
1015
$214K ﹤0.01%
16,966
+868
1016
$214K ﹤0.01%
17,880
1017
$214K ﹤0.01%
+5,244
1018
$213K ﹤0.01%
7,500
1019
$213K ﹤0.01%
11,177
1020
$213K ﹤0.01%
13,050
+1,337
1021
$212K ﹤0.01%
1,190
-2,244
1022
$212K ﹤0.01%
+7,479
1023
$211K ﹤0.01%
37,335
-6,089
1024
$211K ﹤0.01%
+2,785
1025
$208K ﹤0.01%
25,259
-313
39 40
41
42 43