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
101
$23.4M 0.27%
443,507
+15,680
102
$23M 0.26%
524,876
-11,350
103
$22.9M 0.26%
207,835
+2,563
104
$22.5M 0.26%
1,207,700
-150,700
105
$22.4M 0.26%
391,795
-4,938
106
$22.1M 0.25%
228,024
-9,243
107
$22M 0.25%
302,820
+4,544
108
$21.8M 0.25%
1,719,740
+7,590
109
$21.8M 0.25%
502,580
+20,928
110
$21.7M 0.25%
193,061
-1,705
111
$21.5M 0.25%
181,544
+10,713
112
$21.3M 0.24%
197,428
+55,519
113
$20.8M 0.24%
270,331
+5,922
114
$20.7M 0.24%
275,444
-17,871
115
$20.5M 0.23%
262,684
-5,298
116
$20.5M 0.23%
178,951
-7,680
117
$19.6M 0.22%
335,590
+5,631
118
$19.6M 0.22%
603,681
+12,096
119
$19.2M 0.22%
383,720
-63,270
120
$19.1M 0.22%
472,130
-3,943
121
$19M 0.22%
101,313
+32,454
122
$18.6M 0.21%
329,188
+3,225
123
$18.6M 0.21%
761,458
+10,374
124
$17.8M 0.2%
383,162
+67,772
125
$17.3M 0.2%
391,089
+343,565
3 4
5
6 7