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
476
$1.43M 0.01%
+42,904
477
$1.43M 0.01%
31,370
-104,674
478
$1.43M 0.01%
+68,073
479
$1.41M 0.01%
115,368
+21,204
480
$1.41M 0.01%
46,983
-2,009
481
$1.4M 0.01%
32,360
+12,952
482
$1.39M 0.01%
47,404
+13,077
483
$1.39M 0.01%
31,586
+7,318
484
$1.39M 0.01%
30,347
-1,373,054
485
$1.37M 0.01%
25,518
-100
486
$1.37M 0.01%
45,904
+1,083
487
$1.37M 0.01%
38,263
-6,172
488
$1.35M 0.01%
104,714
+23,758
489
$1.34M 0.01%
42,034
+10,821
490
$1.34M 0.01%
17,519
-186
491
$1.34M 0.01%
96,672
+4,397
492
$1.32M 0.01%
+34,522
493
$1.31M 0.01%
44,958
+14,758
494
$1.31M 0.01%
40,075
+16,456
495
$1.31M 0.01%
16,231
+82
496
$1.29M 0.01%
23,945
-9
497
$1.28M 0.01%
29,011
+7,389
498
$1.27M 0.01%
123,187
+10,671
499
$1.27M 0.01%
28,712
+20,926
500
$1.26M 0.01%
41,598
+20,737
18 19
20
21 22