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
126
$9.72M 0.2%
370,752
+36,115
127
$9.71M 0.2%
125,158
-277
128
$9.71M 0.2%
123,667
-775
129
$9.68M 0.19%
79,330
130
$9.67M 0.19%
131,796
+10,900
131
$9.47M 0.19%
110,197
-23,022
132
$9.26M 0.19%
1,123,587
+367,427
133
$9.03M 0.18%
60,727
+5,731
134
$9.01M 0.18%
287,408
+19,069
135
$9.01M 0.18%
126,283
+6,412
136
$9M 0.18%
172,681
-18,320
137
$8.86M 0.18%
204,042
+9,750
138
$8.77M 0.18%
337,345
+5,424
139
$8.73M 0.18%
408,044
+15,376
140
$8.72M 0.18%
585,668
+1,624
141
$8.67M 0.17%
190,434
+8,429
142
$8.26M 0.17%
142,176
-36,974
143
$8.24M 0.17%
138,934
-31,694
144
$8.19M 0.16%
397,674
-53,355
145
$8.01M 0.16%
57,780
-47,838
146
$7.95M 0.16%
142,902
-34,118
147
$7.92M 0.16%
81,357
-77
148
$7.86M 0.16%
209,276
-29,680
149
$7.71M 0.16%
74,608
+1,545
150
$7.71M 0.15%
148,501
+17,395
4 5
6
7 8