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
801
$423K ﹤0.01%
+20,221
802
$421K ﹤0.01%
+22,611
803
$420K ﹤0.01%
15,983
+1,714
804
$420K ﹤0.01%
8,905
-49,001
805
$419K ﹤0.01%
6,365
-2,183
806
$418K ﹤0.01%
20,954
+4,549
807
$416K ﹤0.01%
15,500
+4,762
808
$415K ﹤0.01%
38,708
-13,000
809
$414K ﹤0.01%
+3,920
810
$414K ﹤0.01%
4,646
+1,671
811
$412K ﹤0.01%
+23,650
812
$411K ﹤0.01%
14,107
-1,259
813
$409K ﹤0.01%
14,085
-729
814
$408K ﹤0.01%
+10,000
815
$408K ﹤0.01%
3,565
-1,795
816
$407K ﹤0.01%
7,164
+819
817
$406K ﹤0.01%
5,557
+1,489
818
$405K ﹤0.01%
+40,554
819
$404K ﹤0.01%
6,053
+2,613
820
$404K ﹤0.01%
10,783
+4,886
821
$403K ﹤0.01%
22,024
-750
822
$402K ﹤0.01%
8,500
+400
823
$401K ﹤0.01%
11,861
+4,755
824
$400K ﹤0.01%
10,596
-11,261
825
$400K ﹤0.01%
+7,916
31 32
33
34 35