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
1051
$187K ﹤0.01%
1,554
+291
1052
$185K ﹤0.01%
20,000
1053
$181K ﹤0.01%
130,373
1054
$181K ﹤0.01%
60,385
1055
$179K ﹤0.01%
11,733
1056
$179K ﹤0.01%
1,949
-426
1057
$177K ﹤0.01%
12,095
+1,203
1058
$174K ﹤0.01%
31,827
+2,166
1059
$173K ﹤0.01%
11,880
+284
1060
$170K ﹤0.01%
+11,350
1061
$170K ﹤0.01%
+4,760
1062
$168K ﹤0.01%
13,500
1063
$165K ﹤0.01%
11,657
+1,252
1064
$163K ﹤0.01%
12,329
1065
$163K ﹤0.01%
11,600
1066
$159K ﹤0.01%
+3,675
1067
$153K ﹤0.01%
12,907
-22
1068
$151K ﹤0.01%
10,093
1069
$150K ﹤0.01%
3,735
+500
1070
$148K ﹤0.01%
11,409
-120
1071
$145K ﹤0.01%
10,327
-5,273
1072
$143K ﹤0.01%
15,135
-510
1073
$140K ﹤0.01%
11,427
1074
$139K ﹤0.01%
26,000
1075
$138K ﹤0.01%
10,300
41 42
43
44 45