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
1176
– –
-2,376
1177
– –
-7,110
1178
– –
-8,125
1179
– –
-12,915
1180
– –
-20,600
1181
– –
-11,740
1182
– –
-2,376
1183
– –
-1,848
1184
– –
-61,077
1185
– –
-596,374
1186
– –
-5,971
1187
– –
-22,481
1188
– –
-17,000
1189
– –
-11,900
1190
– –
-48
1191
– –
-15,631
1192
– –
-5,245
1193
– –
-12,790
1194
– –
-16,900
1195
– –
-16,273
1196
– –
-7,540
1197
– –
-1,793
1198
– –
-10,280
1199
– –
-3,033
1200
– –
-13,295
45 46 47
48
49