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
151
$7.7M 0.15%
69,152
+858
152
$7.65M 0.15%
199,199
+19,962
153
$7.63M 0.15%
1,443,150
+120,290
154
$7.55M 0.15%
150,003
+16,263
155
$7.51M 0.15%
286,440
+27,483
156
$7.31M 0.15%
209,142
+32,753
157
$7.3M 0.15%
133,514
-1,704
158
$7.23M 0.15%
67,074
+3,937
159
$7.22M 0.15%
298,011
+28,896
160
$7.1M 0.14%
101,139
-2,019
161
$7.09M 0.14%
142,188
+726
162
$7.01M 0.14%
422,785
+21,650
163
$6.9M 0.14%
182,730
+25,448
164
$6.81M 0.14%
21,505
+279
165
$6.68M 0.13%
609,930
+435,822
166
$6.65M 0.13%
148,235
+1,086
167
$6.54M 0.13%
1,200,720
+690
168
$6.37M 0.13%
78,467
+4,128
169
$6.31M 0.13%
101,925
-255
170
$6.3M 0.13%
159,681
+2,421
171
$6.21M 0.12%
112,434
+19,001
172
$6.16M 0.12%
57,886
+60
173
$6.1M 0.12%
235,444
+22,299
174
$6.09M 0.12%
133,685
+67,790
175
$6.04M 0.12%
314,769
-5,315
5 6
7
8 9