JPMPWA

J.P. 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
$10.5B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$135M
3
+$32.5M
4
ORCL icon
Oracle
ORCL
+$31.1M
5
LUV icon
Southwest Airlines
LUV
+$25.5M

Top Sells

1
+$62.7M
2
+$61.5M
3
+$56.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$38.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$38.5M

Sector Composition

1 Technology 14.49%
2 Healthcare 11%
3 Communication Services 10.24%
4 Financials 8.76%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$511M 4.89%
18,765,400
+5,844,000
2
$405M 3.87%
1,969,790
+99,105
3
$278M 2.66%
2,435,813
-200,117
4
$269M 2.57%
4,639,530
+2,327,987
5
$224M 2.14%
2,451,538
-96,780
6
$196M 1.88%
1,720,437
+97,396
7
$187M 1.79%
991,912
-74,871
8
$171M 1.64%
1,125,259
+101,431
9
$143M 1.37%
1,296,474
-11,801
10
$141M 1.34%
1,474,394
+94,306
11
$136M 1.3%
1,651,969
+165,261
12
$129M 1.24%
1,590,576
+40,484
13
$129M 1.23%
2,333,197
+259,622
14
$119M 1.14%
1,422,115
+89,130
15
$119M 1.14%
2,196,089
+75,876
16
$115M 1.1%
1,124,041
+64,444
17
$107M 1.03%
991,333
+61,894
18
$103M 0.98%
989,336
+102,449
19
$99.2M 0.95%
1,769,532
-83,879
20
$94M 0.9%
2,462,980
+381,220
21
$92.7M 0.89%
938,449
+52,116
22
$91.7M 0.88%
1,896,658
-292,412
23
$89.1M 0.85%
771,899
+90,831
24
$85.9M 0.82%
1,438,991
+66,883
25
$85.3M 0.82%
2,636,444
+259,807
1
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