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
151
$12.7M 0.15%
235,086
+13,952
152
$12.5M 0.14%
211,426
+1,132
153
$12.5M 0.14%
222,263
-3,746
154
$12.2M 0.14%
444,825
+11,919
155
$12.1M 0.14%
125,398
+5,024
156
$12M 0.14%
372,567
+357,957
157
$12M 0.14%
149,435
+287
158
$11.9M 0.14%
381,120
+7,941
159
$11.9M 0.14%
320,966
-465
160
$11.8M 0.14%
239,478
+51,885
161
$11.8M 0.14%
150,489
-1,463
162
$11.8M 0.13%
121,203
-11,227
163
$11.8M 0.13%
156,706
+9,697
164
$11.6M 0.13%
233,971
+10,146
165
$11.6M 0.13%
202,997
+3,592
166
$11.4M 0.13%
130,383
-414
167
$11.4M 0.13%
108,648
-3,472
168
$11.3M 0.13%
205,654
-512,583
169
$11.2M 0.13%
257,363
+26,600
170
$11.2M 0.13%
173,280
+5,397
171
$11.1M 0.13%
79,422
-224
172
$11.1M 0.13%
188,506
-71
173
$11M 0.13%
66,574
+7,836
174
$10.7M 0.12%
470,104
-24,788
175
$10.7M 0.12%
349,986
+7,666
5 6
7
8 9