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
776
$468K ﹤0.01%
+5,539
777
$459K ﹤0.01%
7,558
+1,942
778
$456K ﹤0.01%
12,105
+865
779
$455K ﹤0.01%
7,390
+2,478
780
$453K ﹤0.01%
19,662
+9,021
781
$447K ﹤0.01%
10,340
+340
782
$447K ﹤0.01%
10,830
+1,470
783
$446K ﹤0.01%
10,579
-1,422
784
$445K ﹤0.01%
8,525
785
$439K ﹤0.01%
14,109
+7,507
786
$436K ﹤0.01%
10,135
-1,168
787
$436K ﹤0.01%
2,780
+1,066
788
$434K ﹤0.01%
25,604
+14,316
789
$433K ﹤0.01%
8,522
-221
790
$433K ﹤0.01%
+10,778
791
$429K ﹤0.01%
+1,948
792
$428K ﹤0.01%
+10,572
793
$428K ﹤0.01%
9,073
-142
794
$428K ﹤0.01%
+4,445
795
$428K ﹤0.01%
+13,806
796
$428K ﹤0.01%
9,213
+737
797
$428K ﹤0.01%
8,335
+2,321
798
$428K ﹤0.01%
21,065
+5,095
799
$425K ﹤0.01%
10,932
+3,908
800
$423K ﹤0.01%
10,939
-9,649
30 31
32
33 34