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
651
$692K 0.01%
+31,313
652
$689K 0.01%
25,176
-5,592
653
$687K 0.01%
19,590
654
$686K 0.01%
7,127
-2,330
655
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66,221
+28,920
656
$682K 0.01%
18,291
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657
$679K 0.01%
+511
658
$678K 0.01%
21,374
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659
$674K 0.01%
11,825
-8,762
660
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14,536
-22,636
661
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7,949
+1,726
662
$670K 0.01%
+35,410
663
$669K 0.01%
7,779
+4,493
664
$668K 0.01%
50,698
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665
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4,478
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666
$663K 0.01%
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667
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668
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19,824
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669
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40,763
+13,617
670
$649K 0.01%
12,512
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671
$647K 0.01%
20,203
-2,974
672
$645K 0.01%
15,715
+4,598
673
$640K 0.01%
5,198
+79
674
$634K 0.01%
17,635
+1,381
675
$634K 0.01%
41,633
+3,257
25 26
27
28 29