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
251
$4.99M 0.05%
7,362
+2,721
252
$4.97M 0.05%
46,302
+12,067
253
$4.92M 0.05%
64,287
-30,387
254
$4.91M 0.05%
141,978
-34,849
255
$4.8M 0.05%
615,766
+339,498
256
$4.79M 0.05%
76,612
+33,912
257
$4.73M 0.05%
50,669
+12,663
258
$4.68M 0.04%
115,294
-105,744
259
$4.66M 0.04%
183,568
+40,023
260
$4.6M 0.04%
37,522
+5,786
261
$4.6M 0.04%
172,425
+7,772
262
$4.51M 0.04%
+146,360
263
$4.51M 0.04%
573,984
-416,794
264
$4.48M 0.04%
61,773
+31,834
265
$4.47M 0.04%
863,094
+825,319
266
$4.38M 0.04%
207,164
+101,908
267
$4.36M 0.04%
57,976
+17,349
268
$4.35M 0.04%
+63,289
269
$4.29M 0.04%
163,702
-20,568
270
$4.26M 0.04%
41,534
+5,170
271
$4.25M 0.04%
21,477
+5,477
272
$4.21M 0.04%
58,029
+26,171
273
$4.21M 0.04%
+170,788
274
$4.15M 0.04%
80,325
+35,171
275
$4.15M 0.04%
133,347
+15,831
9 10
11
12 13