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
201
$8.22M 0.09%
388,183
-21,347
202
$8.21M 0.09%
158,810
+2,425
203
$7.96M 0.09%
114,344
+9,056
204
$7.72M 0.09%
104,452
+3,760
205
$7.71M 0.09%
188,649
-28,901
206
$7.69M 0.09%
267,960
+63,660
207
$7.6M 0.09%
416,095
+37,075
208
$7.55M 0.09%
209,085
+7,135
209
$7.47M 0.09%
213,354
-13,842
210
$7.45M 0.09%
85,826
-3,036
211
$7.44M 0.09%
121,597
+86,690
212
$7.38M 0.08%
231,596
213
$7.21M 0.08%
275,026
214
$7.05M 0.08%
51,015
-617
215
$6.92M 0.08%
210,222
+57,277
216
$6.76M 0.08%
179,118
+30,723
217
$6.51M 0.07%
152,066
-92,952
218
$6.51M 0.07%
114,893
-18,026
219
$6.5M 0.07%
83,785
+4,733
220
$6.47M 0.07%
127,952
+22,472
221
$6.44M 0.07%
101,083
-522
222
$6.38M 0.07%
170,280
+19,088
223
$6.34M 0.07%
35,087
+30,950
224
$6.26M 0.07%
98,372
+28,593
225
$6.17M 0.07%
97,045
+6,395
7 8
9
10 11