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
401
$2M 0.02%
17,774
+3,750
402
$1.99M 0.02%
25,893
-21,913
403
$1.99M 0.02%
45,485
+5,307
404
$1.97M 0.02%
72,717
+1,551
405
$1.93M 0.02%
116,054
+1,975
406
$1.93M 0.02%
60,107
+13,020
407
$1.92M 0.02%
+62,477
408
$1.92M 0.02%
55,801
+1,754
409
$1.91M 0.02%
55,384
+25,067
410
$1.88M 0.02%
219,123
-25,035
411
$1.88M 0.02%
6,986
+2,908
412
$1.88M 0.02%
34,362
+3,360
413
$1.84M 0.02%
69,474
+37,689
414
$1.84M 0.02%
49,545
+17,229
415
$1.84M 0.02%
168,095
416
$1.84M 0.02%
69,220
+28,655
417
$1.83M 0.02%
25,345
+6,856
418
$1.83M 0.02%
88,060
+29,675
419
$1.82M 0.02%
65,641
+15,408
420
$1.82M 0.02%
194,506
-2,660
421
$1.81M 0.02%
17,078
-1,163
422
$1.81M 0.02%
2,028
+96
423
$1.8M 0.02%
+35,050
424
$1.8M 0.02%
58,355
425
$1.8M 0.02%
30,171
+8,092
15 16
17
18 19