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
451
$1.59M 0.02%
31,361
+7,367
452
$1.59M 0.02%
154,272
+14,977
453
$1.59M 0.02%
150,887
454
$1.58M 0.02%
21,296
+12,225
455
$1.58M 0.02%
+35,962
456
$1.57M 0.02%
13,259
+7,645
457
$1.57M 0.02%
69,054
-979
458
$1.57M 0.02%
+119,199
459
$1.55M 0.01%
91,374
+9,026
460
$1.54M 0.01%
30,970
+16,151
461
$1.53M 0.01%
26,200
-1,704
462
$1.53M 0.01%
41,850
-103,266
463
$1.52M 0.01%
54,634
-3,306
464
$1.52M 0.01%
30,098
+14
465
$1.51M 0.01%
25,058
+2,525
466
$1.51M 0.01%
22,675
+2,622
467
$1.5M 0.01%
9,180
-304
468
$1.49M 0.01%
141,616
+105,922
469
$1.49M 0.01%
58,752
+4,247
470
$1.48M 0.01%
43,849
+36,484
471
$1.47M 0.01%
19,380
-5,223
472
$1.47M 0.01%
32,908
-832
473
$1.45M 0.01%
37,967
+23,805
474
$1.44M 0.01%
41,146
+4,960
475
$1.44M 0.01%
13,726
+6,696
17 18
19
20 21