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
126
$17.3M 0.2%
185,584
+7,450
127
$17.3M 0.2%
76,800
-1,000
128
$16.9M 0.19%
280,647
-3,129
129
$16.9M 0.19%
1,790,691
-521,606
130
$16.9M 0.19%
258,384
+30,332
131
$16.7M 0.19%
162,727
-5,773
132
$16.7M 0.19%
273,785
-8,275
133
$16.1M 0.18%
240,779
+16,081
134
$15.8M 0.18%
53,200
+35,834
135
$15.6M 0.18%
219,198
+20,539
136
$15.4M 0.18%
274,257
-18,261
137
$15.1M 0.17%
254,188
+11,862
138
$15M 0.17%
301,992
+12,012
139
$15M 0.17%
633,522
-74,490
140
$14.6M 0.17%
119,062
+8,530
141
$14.5M 0.17%
359,052
+46,480
142
$14.5M 0.17%
186,279
+37,088
143
$14.4M 0.16%
551,668
-10,208
144
$14M 0.16%
99,898
+6,703
145
$13.7M 0.16%
301,588
+1,725
146
$13.7M 0.16%
1,936,286
-244,754
147
$13.6M 0.16%
200,556
+7,464
148
$13.5M 0.15%
179,985
-6,015
149
$13.4M 0.15%
64,299
+3,153
150
$12.8M 0.15%
256,488
-1,032
4 5
6
7 8