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
526
$1.12M 0.01%
8,039
+232
527
$1.11M 0.01%
19,262
+2,287
528
$1.11M 0.01%
39,280
529
$1.11M 0.01%
6,313
+3,321
530
$1.11M 0.01%
43,692
+24,660
531
$1.11M 0.01%
26,975
+14,427
532
$1.11M 0.01%
210,155
+13,405
533
$1.1M 0.01%
35,897
+825
534
$1.1M 0.01%
+36,924
535
$1.1M 0.01%
4,967
-225
536
$1.1M 0.01%
89,175
-2,705
537
$1.09M 0.01%
43,730
+15,335
538
$1.09M 0.01%
14,371
+4,020
539
$1.09M 0.01%
26,939
+649
540
$1.08M 0.01%
16,447
-254
541
$1.07M 0.01%
6,237
-1,191
542
$1.07M 0.01%
9,045
-386
543
$1.07M 0.01%
15,622
+12,641
544
$1.07M 0.01%
21,334
-5,160
545
$1.07M 0.01%
64,310
-1,741
546
$1.06M 0.01%
+31,828
547
$1.05M 0.01%
18,682
+204
548
$1.05M 0.01%
26,612
-62
549
$1.04M 0.01%
24,218
-1,669
550
$1.01M 0.01%
40,919
-3,802
20 21
22
23 24