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
326
$2.9M 0.03%
157,849
+66,686
327
$2.9M 0.03%
25,354
+2,295
328
$2.88M 0.03%
41,961
-14,674
329
$2.88M 0.03%
172,901
-15,210
330
$2.87M 0.03%
64,113
+15,408
331
$2.82M 0.03%
40,928
+8,942
332
$2.8M 0.03%
29,792
+18,786
333
$2.77M 0.03%
53,972
+3,534
334
$2.74M 0.03%
151,560
335
$2.73M 0.03%
106,305
+2,305
336
$2.69M 0.03%
148,330
+2,400
337
$2.66M 0.03%
32,777
+7,386
338
$2.65M 0.03%
32,957
+732
339
$2.64M 0.03%
22,169
-791
340
$2.63M 0.03%
20,045
+6,056
341
$2.62M 0.03%
78,842
-28,201
342
$2.62M 0.03%
26,331
+1,277
343
$2.61M 0.03%
180,316
+1,998
344
$2.61M 0.02%
72,550
+3,386
345
$2.61M 0.02%
61,302
-4,986
346
$2.6M 0.02%
12,847
+3,359
347
$2.6M 0.02%
23,271
+2,541
348
$2.59M 0.02%
39,542
+31,853
349
$2.59M 0.02%
44,959
-7,407
350
$2.58M 0.02%
30,849
-4,941
12 13
14
15 16