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
176
$10.6M 0.12%
50,525
-39,487
177
$10.4M 0.12%
259,609
-4,484
178
$10.4M 0.12%
122,870
+8,616
179
$10.4M 0.12%
119,818
+5,555
180
$10.2M 0.12%
1,451,360
+22,500
181
$10.1M 0.12%
415,144
-32,323
182
$10M 0.11%
492,312
+15,848
183
$9.99M 0.11%
87,252
-2,790
184
$9.93M 0.11%
73,897
+5,927
185
$9.8M 0.11%
98,501
+10,396
186
$9.74M 0.11%
26,622
-544
187
$9.63M 0.11%
258,924
+3,850
188
$9.54M 0.11%
129,729
+1,416
189
$9.31M 0.11%
96,038
-20,207
190
$9.25M 0.11%
163,823
+221
191
$9.12M 0.1%
356,668
-20,526
192
$8.96M 0.1%
73,491
+600
193
$8.94M 0.1%
96,555
-8,636
194
$8.88M 0.1%
104,851
-1,962
195
$8.86M 0.1%
237,140
+48,756
196
$8.81M 0.1%
311,884
+24,472
197
$8.75M 0.1%
268,200
-241,809
198
$8.38M 0.1%
19,841
-204
199
$8.32M 0.1%
80,650
+15,461
200
$8.3M 0.09%
75,885
-7,261
6 7
8
9 10