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
$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
226
$6.15M 0.06%
93,779
+11,754
227
$6.14M 0.06%
202,829
-21,371
228
$6.13M 0.06%
138,297
+65,429
229
$6.09M 0.06%
159,202
+7,590
230
$6.05M 0.06%
51,026
+33,509
231
$5.9M 0.06%
100,934
-20,646
232
$5.87M 0.06%
82,594
+39,864
233
$5.84M 0.06%
68,252
+31,588
234
$5.82M 0.06%
36,976
+13,242
235
$5.8M 0.06%
344,959
+25,920
236
$5.71M 0.05%
61,974
+17,250
237
$5.65M 0.05%
159,957
+78,997
238
$5.55M 0.05%
114,643
+34,751
239
$5.54M 0.05%
294,625
+122,466
240
$5.5M 0.05%
88,849
+24,630
241
$5.48M 0.05%
68,381
+41,138
242
$5.36M 0.05%
64,324
-30,232
243
$5.28M 0.05%
+346,163
244
$5.25M 0.05%
99,693
+21,428
245
$5.22M 0.05%
101,033
-30,736
246
$5.11M 0.05%
132,288
-4,154
247
$5.09M 0.05%
108,982
+44,445
248
$5.01M 0.05%
63,893
+773
249
$5.01M 0.05%
130,164
+64,404
250
$5.01M 0.05%
499,360
+207,770
8 9
10
11 12