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
51
$52.9M 0.51%
642,667
+41,235
52
$51.8M 0.49%
977,475
-42,296
53
$51.6M 0.49%
1,151,824
+569,576
54
$51M 0.49%
764,592
+381,494
55
$48.8M 0.47%
1,343,997
+422,387
56
$47.6M 0.46%
645,966
+15,438
57
$47.4M 0.45%
1,601,725
-198,448
58
$45.6M 0.44%
455,197
+24,245
59
$45.1M 0.43%
953,701
+22,033
60
$44.8M 0.43%
1,553,600
+111,370
61
$43.2M 0.41%
844,615
+27,934
62
$43.2M 0.41%
298,310
-29,716
63
$42.8M 0.41%
271,526
+18,866
64
$42.7M 0.41%
331,541
+87,970
65
$42.2M 0.4%
649,720
+92,765
66
$41.6M 0.4%
1,054,357
+245,488
67
$41.1M 0.39%
674,172
-25,421
68
$40.4M 0.39%
538,638
+32,837
69
$40.4M 0.39%
1,322,568
+446,758
70
$39.7M 0.38%
179,219
+20,334
71
$39.7M 0.38%
948,975
+88,798
72
$38.9M 0.37%
633,475
+45,099
73
$38.7M 0.37%
291,939
+6,107
74
$38.5M 0.37%
508,835
+45,611
75
$38M 0.36%
1,279,340
+198,300
1 2
3
4 5