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
376
$2.22M 0.02%
27,053
+17,917
377
$2.21M 0.02%
48,042
+15,944
378
$2.21M 0.02%
22,026
+17,094
379
$2.21M 0.02%
29,388
+20,805
380
$2.2M 0.02%
104,800
-260
381
$2.2M 0.02%
41,033
+32,965
382
$2.2M 0.02%
65,925
+32,284
383
$2.2M 0.02%
42,403
+8,789
384
$2.18M 0.02%
23,182
+12,743
385
$2.17M 0.02%
56,582
-3,959
386
$2.17M 0.02%
25,113
+3,391
387
$2.16M 0.02%
18,588
-469
388
$2.16M 0.02%
+68,970
389
$2.15M 0.02%
57,158
+17,740
390
$2.14M 0.02%
96,084
+40,962
391
$2.09M 0.02%
61,829
+1,318
392
$2.09M 0.02%
33,444
-13,840
393
$2.07M 0.02%
41,227
+12,665
394
$2.06M 0.02%
79,398
+72,502
395
$2.05M 0.02%
64,348
+25,315
396
$2.05M 0.02%
130,573
+16,224
397
$2.04M 0.02%
19,992
-2,279
398
$2.02M 0.02%
52,753
+11,014
399
$2M 0.02%
32,074
+4,201
400
$2M 0.02%
44,066
-10,546
14 15
16
17 18