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
276
$4.15M 0.04%
198,267
+11,252
277
$4.14M 0.04%
88,130
+4,535
278
$4.13M 0.04%
50,086
+752
279
$4.1M 0.04%
100,295
+36,233
280
$4.09M 0.04%
210,516
+17,599
281
$4.06M 0.04%
118,636
+18,974
282
$4.06M 0.04%
46,419
+6,957
283
$4.02M 0.04%
51,568
+6,106
284
$3.92M 0.04%
50,307
+10,037
285
$3.91M 0.04%
43,796
+1,195
286
$3.87M 0.04%
161,292
-76,782
287
$3.86M 0.04%
122,128
+65,380
288
$3.84M 0.04%
138,017
+88,595
289
$3.83M 0.04%
198,565
+117,530
290
$3.81M 0.04%
23,468
+9,746
291
$3.8M 0.04%
178,157
-55,663
292
$3.8M 0.04%
134,932
+17,480
293
$3.8M 0.04%
33,378
+13,781
294
$3.73M 0.04%
203,416
+141,068
295
$3.68M 0.04%
35,944
+2,781
296
$3.67M 0.04%
35,292
+2,625
297
$3.62M 0.03%
74,129
-9,170
298
$3.6M 0.03%
50,067
+2,158
299
$3.6M 0.03%
234,720
+69,930
300
$3.54M 0.03%
55,920
+10,078
10 11
12
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