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
876
$358K ﹤0.01%
3,493
+873
877
$358K ﹤0.01%
24,106
+78
878
$357K ﹤0.01%
6,637
+920
879
$356K ﹤0.01%
5,440
-40
880
$356K ﹤0.01%
8,472
+2,522
881
$355K ﹤0.01%
8,771
+657
882
$354K ﹤0.01%
9,093
-4,667
883
$352K ﹤0.01%
12,941
+6,126
884
$350K ﹤0.01%
+9,533
885
$349K ﹤0.01%
+3,296
886
$349K ﹤0.01%
+10,374
887
$349K ﹤0.01%
23,718
888
$348K ﹤0.01%
9,508
+340
889
$348K ﹤0.01%
14,033
+5,657
890
$347K ﹤0.01%
21,583
891
$346K ﹤0.01%
7,462
-2,226
892
$346K ﹤0.01%
8,362
-5,928
893
$345K ﹤0.01%
71,065
+790
894
$344K ﹤0.01%
13,051
+3,596
895
$342K ﹤0.01%
+13,850
896
$342K ﹤0.01%
10,775
-2,900
897
$339K ﹤0.01%
3,709
-5,041
898
$339K ﹤0.01%
+5,316
899
$338K ﹤0.01%
13,276
-46
900
$337K ﹤0.01%
450,400
-36,300
34 35
36
37 38