JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$126M
2
+$117M
3
+$42M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$24.8M
5
SO icon
Southern Company
SO
+$16.3M

Top Sells

1
+$50.3M
2
+$27.5M
3
+$25.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$25.1M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$23.3M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.91%
3 Financials 9.97%
4 Industrials 8.96%
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
– –
-26,571
1132
$0 ﹤0.01%
10,000
1133
– –
-11,368
1134
– –
-52,806
1135
– –
-15,307
1136
– –
-10,365
1137
– –
-15,627
1138
– –
-13,003
1139
– –
-46,396
1140
– –
-96,313
1141
– –
-231,991
1142
– –
-2,750
1143
– –
-59,528
1144
– –
-90,668
1145
– –
-3,919
1146
– –
-11,250
1147
– –
-3,009
1148
– –
-63,410
1149
– –
-8,508
1150
– –
-22,575
44 45
46
47 48