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
$4.98B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$38.3M
3
+$18.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$15.8M

Top Sells

1
+$42.2M
2
+$36.9M
3
+$25.5M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$20.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$16.8M

Sector Composition

1 Technology 12.33%
2 Healthcare 10.59%
3 Energy 10.56%
4 Financials 10.38%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.6M 0.27%
139,895
+1,258
102
$13.4M 0.27%
240,871
+44,733
103
$13.3M 0.27%
231,130
+16,632
104
$13.2M 0.27%
526,425
-229,513
105
$13.2M 0.27%
425,040
+64,790
106
$13M 0.26%
311,515
-273
107
$12.6M 0.25%
202,993
+7,360
108
$12.5M 0.25%
543,467
+204,794
109
$12.3M 0.25%
212,245
-2,435
110
$12.2M 0.24%
782,383
+37,199
111
$12M 0.24%
131,920
-35,110
112
$11.9M 0.24%
218,297
+37,409
113
$11.8M 0.24%
109,015
+1,491
114
$11.7M 0.24%
275,301
-89,550
115
$11.7M 0.24%
283,141
-2,139
116
$11.3M 0.23%
207,896
+30,302
117
$11.3M 0.23%
1,030
+766
118
$11.2M 0.23%
182,155
-6,339
119
$11M 0.22%
118,310
+1,927
120
$10.7M 0.21%
111,517
+17,857
121
$10.6M 0.21%
303,255
-2,095
122
$10.6M 0.21%
153,269
-549
123
$10.5M 0.21%
229,078
+81,954
124
$10.5M 0.21%
115,305
-1,072
125
$10.2M 0.2%
135,255
+3,601
3 4
5
6 7