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
26
$84.8M 0.81%
1,346,226
+50,795
27
$84M 0.8%
2,987,450
+217,039
28
$83.8M 0.8%
693,123
-9,007
29
$81.7M 0.78%
822,295
+69,138
30
$81.6M 0.78%
1,378,444
-162,768
31
$76.7M 0.73%
2,648,116
+65,076
32
$76.7M 0.73%
702,131
+39,437
33
$75.3M 0.72%
1,840,845
+759,502
34
$74.8M 0.72%
536,951
+13,656
35
$72.4M 0.69%
1,943,580
+282,860
36
$70.8M 0.68%
594,069
+40,277
37
$69.9M 0.67%
816,442
+12,060
38
$68.9M 0.66%
459,806
+41,414
39
$67.4M 0.64%
733,366
+93,775
40
$66M 0.63%
319,557
+29,793
41
$64.8M 0.62%
2,924,599
+1,464,491
42
$63.6M 0.61%
448,224
+90,665
43
$63.1M 0.6%
2,216,075
+329,072
44
$60.2M 0.58%
229,274
+39,046
45
$59.9M 0.57%
512,899
+67,765
46
$58.3M 0.56%
762,294
+41,585
47
$58.2M 0.56%
582,942
-70,535
48
$57.9M 0.55%
433,860
+38,856
49
$55.7M 0.53%
975,222
+90,068
50
$54.5M 0.52%
868,809
+33,579
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