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
826
$399K ﹤0.01%
59,321
-776
827
$398K ﹤0.01%
42,000
-12,025
828
$398K ﹤0.01%
12,534
+1,167
829
$398K ﹤0.01%
8,891
+204
830
$398K ﹤0.01%
18,362
+92
831
$398K ﹤0.01%
21,435
832
$397K ﹤0.01%
11,761
+2,340
833
$397K ﹤0.01%
6,643
834
$394K ﹤0.01%
28,903
+418
835
$393K ﹤0.01%
+6,534
836
$393K ﹤0.01%
11,113
-1,429
837
$392K ﹤0.01%
6,404
+437
838
$389K ﹤0.01%
25,043
-885
839
$389K ﹤0.01%
+8,115
840
$389K ﹤0.01%
+10,871
841
$388K ﹤0.01%
+11,750
842
$388K ﹤0.01%
+21,129
843
$388K ﹤0.01%
+12,096
844
$387K ﹤0.01%
14,894
+5,753
845
$387K ﹤0.01%
+5,422
846
$387K ﹤0.01%
25,689
847
$386K ﹤0.01%
9,900
+1,210
848
$386K ﹤0.01%
11,584
+1,989
849
$386K ﹤0.01%
6,308
+1,635
850
$386K ﹤0.01%
+6,556
32 33
34
35 36