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
726
$548K 0.01%
7,527
-339
727
$546K 0.01%
+22,100
728
$546K 0.01%
19,931
+6,363
729
$545K 0.01%
11,030
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730
$545K 0.01%
9,017
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731
$545K 0.01%
36,284
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732
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8,385
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733
$542K 0.01%
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-304
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735
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8,354
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736
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737
$538K 0.01%
4,865
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738
$536K 0.01%
11,329
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739
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740
$535K 0.01%
11,056
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741
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742
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45,000
743
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8,803
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744
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16,161
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745
$521K 0.01%
24,599
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746
$521K 0.01%
1,790
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747
$517K ﹤0.01%
+5,372
748
$514K ﹤0.01%
11,171
-1,136
749
$511K ﹤0.01%
+7,470
750
$511K ﹤0.01%
11,463
+5,959
28 29
30
31 32