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
351
$2.58M 0.02%
65,359
+27,129
352
$2.58M 0.02%
52,495
+35,188
353
$2.58M 0.02%
20,178
+6,596
354
$2.58M 0.02%
152,028
+1,898
355
$2.58M 0.02%
55,322
-36,859
356
$2.57M 0.02%
30,407
-934
357
$2.56M 0.02%
29,382
+19,307
358
$2.55M 0.02%
154,207
+114,582
359
$2.53M 0.02%
70,844
+41,884
360
$2.5M 0.02%
110,721
-57,348
361
$2.49M 0.02%
64,285
+54,504
362
$2.48M 0.02%
+36,443
363
$2.47M 0.02%
52,757
-23,414
364
$2.46M 0.02%
42,534
+15,876
365
$2.44M 0.02%
27,336
+1,420
366
$2.41M 0.02%
46,588
+5,339
367
$2.41M 0.02%
28,933
-10,345
368
$2.39M 0.02%
48,112
+1,802
369
$2.38M 0.02%
30,088
+5,848
370
$2.38M 0.02%
58,910
-31,120
371
$2.35M 0.02%
69,232
+11,510
372
$2.34M 0.02%
111,496
+470
373
$2.29M 0.02%
16,468
+8,234
374
$2.26M 0.02%
28,818
+1,418
375
$2.22M 0.02%
44,752
+28,546
13 14
15
16 17