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
701
$576K 0.01%
19,484
-2,041
702
$574K 0.01%
9,956
+13
703
$572K 0.01%
16,980
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704
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10,004
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705
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22,215
706
$567K 0.01%
69,024
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707
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39,560
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6,829
-21,437
709
$565K 0.01%
+30,587
710
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144,537
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711
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9,461
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712
$561K 0.01%
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713
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69,366
+4,363
714
$556K 0.01%
+35,015
715
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25,290
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718
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19,304
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719
$552K 0.01%
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720
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17,403
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721
$551K 0.01%
15,124
-662
722
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723
$550K 0.01%
7,312
+2,842
724
$550K 0.01%
15,342
-70,802
725
$549K 0.01%
4,686
+2,028
27 28
29
30 31