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
301
$3.53M 0.03%
50,350
+5,320
302
$3.47M 0.03%
60,728
+3,364
303
$3.45M 0.03%
165,345
+88,161
304
$3.42M 0.03%
33,032
+395
305
$3.41M 0.03%
63,775
+12,657
306
$3.39M 0.03%
143,130
-33,441
307
$3.28M 0.03%
221,396
+110,681
308
$3.25M 0.03%
32,330
-912
309
$3.24M 0.03%
87,314
+5,470
310
$3.22M 0.03%
66,871
+5,979
311
$3.21M 0.03%
66,826
+33,790
312
$3.12M 0.03%
56,625
+14,559
313
$3.11M 0.03%
17,623
-12,468
314
$3.08M 0.03%
52,024
+22,258
315
$3.07M 0.03%
2,505
+1,434
316
$3.06M 0.03%
100,907
-30,682
317
$3.02M 0.03%
77,227
+20,504
318
$3.02M 0.03%
33,926
+31,747
319
$3.01M 0.03%
73,264
-11,233
320
$2.99M 0.03%
42,106
-3,341
321
$2.98M 0.03%
90,356
+75,457
322
$2.96M 0.03%
38,351
+33,223
323
$2.92M 0.03%
56,192
+17,850
324
$2.92M 0.03%
93,850
+43,095
325
$2.9M 0.03%
52,341
-145,557
11 12
13
14 15