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
1026
$208K ﹤0.01%
+3,675
1027
$206K ﹤0.01%
18,172
1028
$205K ﹤0.01%
+13,572
1029
$205K ﹤0.01%
+7,050
1030
$204K ﹤0.01%
+1,377
1031
$204K ﹤0.01%
+11,445
1032
$204K ﹤0.01%
+7,659
1033
$204K ﹤0.01%
+3,136
1034
$203K ﹤0.01%
9,998
-13,902
1035
$203K ﹤0.01%
+6,811
1036
$203K ﹤0.01%
25,026
+1,733
1037
$202K ﹤0.01%
+12,423
1038
$202K ﹤0.01%
2,141
-294
1039
$202K ﹤0.01%
+8,600
1040
$202K ﹤0.01%
5,481
-491
1041
$201K ﹤0.01%
5,570
1042
$201K ﹤0.01%
+4,798
1043
$201K ﹤0.01%
1,797
+17
1044
$201K ﹤0.01%
+2,731
1045
$200K ﹤0.01%
+2,440
1046
$200K ﹤0.01%
+7,279
1047
$200K ﹤0.01%
5,325
+360
1048
$191K ﹤0.01%
+10,800
1049
$188K ﹤0.01%
10,778
-18
1050
$188K ﹤0.01%
66
-53
40 41
42
43 44