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
176
$5.95M 0.12%
111,870
+23,533
177
$5.91M 0.12%
181,717
-84
178
$5.81M 0.12%
69,520
+8,760
179
$5.58M 0.11%
97,124
-731
180
$5.51M 0.11%
91,975
+1,364
181
$5.42M 0.11%
161,506
-2,190
182
$5.38M 0.11%
113,961
+45,541
183
$5.31M 0.11%
56,500
+644
184
$5.12M 0.1%
67,647
+54,621
185
$5.05M 0.1%
35,100
+8,044
186
$4.93M 0.1%
154,824
+960
187
$4.86M 0.1%
269,049
+18,132
188
$4.84M 0.1%
44,009
+17,461
189
$4.8M 0.1%
43,642
+3,023
190
$4.64M 0.09%
34,035
+7,361
191
$4.62M 0.09%
103,014
+1,708
192
$4.61M 0.09%
130,558
+1,918
193
$4.59M 0.09%
+92,087
194
$4.57M 0.09%
52,428
+349
195
$4.3M 0.09%
97,135
-4,549
196
$4.21M 0.08%
62,156
+260
197
$4.18M 0.08%
269,355
+3,135
198
$4.13M 0.08%
58,106
+7,022
199
$4.12M 0.08%
103,728
-314
200
$4.1M 0.08%
90,062
-23,170
6 7
8
9 10