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
601
$830K 0.01%
39,216
+20,352
602
$829K 0.01%
3,547
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603
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9,537
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29,596
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606
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18,628
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607
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50,020
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608
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127,395
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609
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16,622
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610
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611
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612
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613
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31,713
+10,988
614
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615
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617
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16,176
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19,310
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32,610
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10,642
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621
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15,072
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622
$761K 0.01%
26,989
+3,364
623
$759K 0.01%
93,283
+97
624
$758K 0.01%
6,626
+1,902
625
$758K 0.01%
28,124
+9,190
23 24
25
26 27