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
851
$384K ﹤0.01%
21,670
+3,392
852
$384K ﹤0.01%
14,350
853
$384K ﹤0.01%
7,950
+730
854
$383K ﹤0.01%
8,803
-973
855
$382K ﹤0.01%
3,530
856
$381K ﹤0.01%
29,332
+3,225
857
$381K ﹤0.01%
+7,171
858
$378K ﹤0.01%
95,523
+15,499
859
$377K ﹤0.01%
7,766
-85,396
860
$376K ﹤0.01%
52,605
+255
861
$376K ﹤0.01%
39,315
+12,659
862
$376K ﹤0.01%
3,535
-259
863
$374K ﹤0.01%
2,382
-39
864
$374K ﹤0.01%
4,735
+15
865
$372K ﹤0.01%
4,264
-734
866
$370K ﹤0.01%
+5,072
867
$370K ﹤0.01%
25,638
+5,038
868
$368K ﹤0.01%
+5,017
869
$368K ﹤0.01%
3,494
-11,343
870
$367K ﹤0.01%
6,952
-531
871
$365K ﹤0.01%
7,986
-375
872
$364K ﹤0.01%
8,395
-282
873
$363K ﹤0.01%
17,471
+261
874
$363K ﹤0.01%
6,924
+195
875
$360K ﹤0.01%
11,000
+1,000
33 34
35
36 37