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
1176
– –
-15,631
1177
– –
-5,245
1178
– –
-12,790
1179
– –
-16,900
1180
– –
-16,273
1181
– –
-7,540
1182
$0 ﹤0.01%
10,000
1183
– –
-11,368
1184
– –
-1,793
1185
– –
-52,806
1186
– –
-15,683
1187
– –
-27,577
1188
– –
-11,338
1189
– –
-10,280
1190
– –
-15,307
1191
– –
-10,365
1192
– –
-15,627
1193
– –
-13,003
1194
– –
-3,033
1195
– –
-46,396
1196
– –
-37,985
1197
– –
-40,316
1198
– –
-5,510
1199
– –
-13,295
1200
– –
-15,868
45 46 47
48
49