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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
1201
– –
-10,000
1202
– –
-62,381
1203
– –
-10,539
1204
– –
-3,614
1205
– –
-11,740
1206
– –
-2,376
1207
– –
-8,508
1208
– –
-15,101
1209
– –
-48
1210
– –
-15,631
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