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
676
$633K 0.01%
+9,880
677
$631K 0.01%
42,898
+15,148
678
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43,183
+2,476
679
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22,857
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680
$623K 0.01%
6,200
+4,400
681
$617K 0.01%
66,667
682
$617K 0.01%
27,756
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683
$612K 0.01%
17,585
684
$609K 0.01%
15,194
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685
$608K 0.01%
9,535
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686
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687
$596K 0.01%
5,400
688
$593K 0.01%
44,785
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689
$591K 0.01%
9,291
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690
$588K 0.01%
9,619
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691
$587K 0.01%
4,319
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692
$583K 0.01%
16,609
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693
$583K 0.01%
12,700
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$582K 0.01%
12,860
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695
$581K 0.01%
19,421
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696
$579K 0.01%
32,528
+21,813
697
$577K 0.01%
32,120
+1,570
698
$577K 0.01%
+20,125
699
$576K 0.01%
14,600
700
$576K 0.01%
11,501
+44
26 27
28
29 30