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
751
$508K ﹤0.01%
13,084
+7,245
752
$506K ﹤0.01%
10,000
-1,015
753
$506K ﹤0.01%
16,373
-3,590
754
$504K ﹤0.01%
20,290
+290
755
$504K ﹤0.01%
+33,160
756
$504K ﹤0.01%
+9,712
757
$501K ﹤0.01%
+9,769
758
$498K ﹤0.01%
11,270
+315
759
$497K ﹤0.01%
23,370
+4,930
760
$496K ﹤0.01%
11,565
+2,034
761
$495K ﹤0.01%
3,519
+1,858
762
$493K ﹤0.01%
10,716
+206
763
$493K ﹤0.01%
10,659
-206
764
$492K ﹤0.01%
24,375
+1,889
765
$492K ﹤0.01%
14,349
+5,047
766
$486K ﹤0.01%
33,007
767
$484K ﹤0.01%
3,982
-261
768
$483K ﹤0.01%
32,867
-83,251
769
$482K ﹤0.01%
10,893
+3,866
770
$479K ﹤0.01%
27,453
-13,036
771
$473K ﹤0.01%
29,319
+251
772
$473K ﹤0.01%
7,220
+3,130
773
$471K ﹤0.01%
+7,277
774
$471K ﹤0.01%
7,504
-1,085
775
$469K ﹤0.01%
11,326
+4,864
29 30
31
32 33