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
501
$1.25M 0.01%
28,260
-23
502
$1.25M 0.01%
27,700
+17,700
503
$1.24M 0.01%
12,881
+3,722
504
$1.23M 0.01%
93,135
+5,240
505
$1.22M 0.01%
20,401
+7,471
506
$1.21M 0.01%
+76,051
507
$1.21M 0.01%
26,058
+2,462
508
$1.2M 0.01%
29,257
+1,459
509
$1.2M 0.01%
30,629
-2,613
510
$1.2M 0.01%
32,560
+1,420
511
$1.19M 0.01%
26,283
+7,265
512
$1.19M 0.01%
10,452
+6,976
513
$1.19M 0.01%
+24,356
514
$1.19M 0.01%
30,284
-1,889
515
$1.18M 0.01%
45,876
-33,150
516
$1.17M 0.01%
64,305
+20,220
517
$1.17M 0.01%
16,030
-13,980
518
$1.16M 0.01%
18,688
-964
519
$1.15M 0.01%
34,067
+7,692
520
$1.14M 0.01%
+21,418
521
$1.14M 0.01%
15,787
-584
522
$1.13M 0.01%
14,970
523
$1.12M 0.01%
28,833
+1,393
524
$1.12M 0.01%
13,667
+4,401
525
$1.12M 0.01%
27,153
+1,903
19 20
21
22 23