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
901
$337K ﹤0.01%
+23,884
902
$336K ﹤0.01%
+5,136
903
$336K ﹤0.01%
5,231
+978
904
$336K ﹤0.01%
17,917
-500
905
$335K ﹤0.01%
3,314
+449
906
$335K ﹤0.01%
7,457
+845
907
$335K ﹤0.01%
+418
908
$334K ﹤0.01%
14,552
+5,432
909
$334K ﹤0.01%
14,084
910
$332K ﹤0.01%
+1,720
911
$331K ﹤0.01%
6,864
+2,304
912
$330K ﹤0.01%
+2,971
913
$330K ﹤0.01%
+4,127
914
$330K ﹤0.01%
11,991
-2,013
915
$327K ﹤0.01%
8,333
916
$326K ﹤0.01%
5,967
-1,540
917
$326K ﹤0.01%
8,645
+59
918
$325K ﹤0.01%
19,494
+3,577
919
$324K ﹤0.01%
1,512
+74
920
$324K ﹤0.01%
6,915
921
$324K ﹤0.01%
31,818
+1,387
922
$323K ﹤0.01%
+9,700
923
$321K ﹤0.01%
4,938
-1,052
924
$321K ﹤0.01%
28,930
-9,130
925
$320K ﹤0.01%
+3,556
35 36
37
38 39