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
1101
$75K ﹤0.01%
13,360
-661
1102
$75K ﹤0.01%
25,403
1103
$72K ﹤0.01%
2,000
+612
1104
$68K ﹤0.01%
3,438
1105
$63K ﹤0.01%
15,000
-5,000
1106
$62K ﹤0.01%
1,325
1107
$61K ﹤0.01%
13,050
+514
1108
$58K ﹤0.01%
+180
1109
$54K ﹤0.01%
417
+10
1110
$53K ﹤0.01%
11,409
+904
1111
$52K ﹤0.01%
20,000
1112
$47K ﹤0.01%
131,250
1113
$46K ﹤0.01%
10,277
-5,319
1114
$45K ﹤0.01%
+12,569
1115
$43K ﹤0.01%
13,749
1116
$40K ﹤0.01%
550
1117
$40K ﹤0.01%
+4,553
1118
$36K ﹤0.01%
15,357
1119
$35K ﹤0.01%
54,400
+34,400
1120
$29K ﹤0.01%
429
1121
$29K ﹤0.01%
3,000
1122
$28K ﹤0.01%
10,072
1123
$24K ﹤0.01%
25,000
1124
$22K ﹤0.01%
4
1125
$20K ﹤0.01%
10,737
+170
43 44
45
46 47