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
1126
$18K ﹤0.01%
+19
1127
$13K ﹤0.01%
1,000
1128
$10K ﹤0.01%
500
1129
$3K ﹤0.01%
+16,000
1130
$2K ﹤0.01%
+2
1131
– –
-90,668
1132
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-1,496
1133
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-10,000
1134
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-62,381
1135
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1136
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1137
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-231,991
1138
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-7,637
1139
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1140
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-402,486
1141
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1142
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1143
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1144
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1145
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1146
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1147
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1148
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1149
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1150
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-63,410
44 45
46
47 48