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
551
$1.01M 0.01%
10,243
-4,201
552
$1M 0.01%
240,295
-659,823
553
$1M 0.01%
53,110
-4,430
554
$996K 0.01%
15,922
-1,487
555
$994K 0.01%
73,241
+32,349
556
$991K 0.01%
24,818
+35
557
$989K 0.01%
132,933
558
$988K 0.01%
13,910
+3,540
559
$987K 0.01%
27,387
+4,651
560
$981K 0.01%
14,032
+3,657
561
$974K 0.01%
+35,585
562
$971K 0.01%
8,739
+2,538
563
$970K 0.01%
20,794
-25,074
564
$967K 0.01%
73,698
+9,754
565
$966K 0.01%
63,000
566
$965K 0.01%
31,556
-15,392
567
$963K 0.01%
23,141
+2,697
568
$963K 0.01%
37,300
-24,000
569
$960K 0.01%
20,834
+2,565
570
$959K 0.01%
160,535
+7,155
571
$956K 0.01%
5,879
+478
572
$946K 0.01%
5,250
+1,429
573
$944K 0.01%
11,107
+1,156
574
$941K 0.01%
11,843
-868
575
$931K 0.01%
15,852
-2,077
21 22
23
24 25