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
201
$4.07M 0.08%
+43,756
202
$3.98M 0.08%
73,105
-5,258
203
$3.98M 0.08%
51,940
+1,110
204
$3.92M 0.08%
22,137
-1,259
205
$3.92M 0.08%
39,403
-237
206
$3.9M 0.08%
150,084
+40,028
207
$3.77M 0.08%
21,170
-2,130
208
$3.57M 0.07%
51,610
+12,904
209
$3.49M 0.07%
34,851
+3,128
210
$3.49M 0.07%
+181,060
211
$3.43M 0.07%
183,489
+127,880
212
$3.43M 0.07%
106,755
+13,389
213
$3.35M 0.07%
83,533
+16,394
214
$3.22M 0.06%
85,349
-6,121
215
$3.21M 0.06%
67,378
+33,359
216
$3.17M 0.06%
41,092
+3,361
217
$3.02M 0.06%
56,382
+10,068
218
$2.92M 0.06%
41,093
+1,058
219
$2.86M 0.06%
37,541
-2,578
220
$2.84M 0.06%
49,507
+1,324
221
$2.82M 0.06%
102,439
-6,763
222
$2.8M 0.06%
45,712
+4,965
223
$2.74M 0.06%
65,215
-3,630
224
$2.69M 0.05%
37,819
-8,526
225
$2.69M 0.05%
+77,565
7 8
9
10 11