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
1076
$138K ﹤0.01%
163
-7
1077
$136K ﹤0.01%
10,705
-348
1078
$131K ﹤0.01%
13,600
-500
1079
$129K ﹤0.01%
3,104
-820
1080
$117K ﹤0.01%
20,000
1081
$115K ﹤0.01%
+10,000
1082
$113K ﹤0.01%
2,857
-2,429
1083
$113K ﹤0.01%
1,493
-3,607
1084
$113K ﹤0.01%
+10,194
1085
$111K ﹤0.01%
14,930
+3,570
1086
$109K ﹤0.01%
11,000
1087
$109K ﹤0.01%
16,000
1088
$105K ﹤0.01%
3,433
-130
1089
$105K ﹤0.01%
10,376
-624
1090
$105K ﹤0.01%
11,852
-2,326
1091
$104K ﹤0.01%
+10,700
1092
$101K ﹤0.01%
13,758
1093
$93K ﹤0.01%
12,722
+693
1094
$89K ﹤0.01%
17,234
1095
$85K ﹤0.01%
1,100
1096
$83K ﹤0.01%
11,290
1097
$82K ﹤0.01%
4,645
-73
1098
$79K ﹤0.01%
2,500
1099
$77K ﹤0.01%
20,000
1100
$75K ﹤0.01%
12,400
-237
42 43
44
45 46