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
426
$1.76M 0.02%
68,993
-1,507,320
427
$1.76M 0.02%
39,674
-963
428
$1.76M 0.02%
32,531
429
$1.75M 0.02%
52,632
+4,430
430
$1.75M 0.02%
30,474
+1,211
431
$1.74M 0.02%
27,552
+5,845
432
$1.74M 0.02%
+60,214
433
$1.73M 0.02%
18,056
+9,060
434
$1.71M 0.02%
4,747
-932
435
$1.71M 0.02%
12,436
+2,212
436
$1.71M 0.02%
34,274
-6,172
437
$1.7M 0.02%
35,048
-820
438
$1.69M 0.02%
25,076
+6,023
439
$1.69M 0.02%
93,772
+38,153
440
$1.68M 0.02%
68,759
+10,358
441
$1.68M 0.02%
+73,113
442
$1.67M 0.02%
46,284
+9,109
443
$1.67M 0.02%
20,125
+8,314
444
$1.65M 0.02%
17,539
-209
445
$1.63M 0.02%
29,459
+19,395
446
$1.63M 0.02%
51,676
+27,046
447
$1.63M 0.02%
1,825,040
+1,246,080
448
$1.62M 0.02%
+50,204
449
$1.6M 0.02%
107,698
-11,983
450
$1.59M 0.02%
68,879
-36,784
16 17
18
19 20