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
926
$319K ﹤0.01%
8,356
+2,838
927
$319K ﹤0.01%
31,400
-31,400
928
$317K ﹤0.01%
13,415
+15
929
$317K ﹤0.01%
4,930
+1,554
930
$315K ﹤0.01%
12,952
+1,936
931
$315K ﹤0.01%
11,938
+413
932
$314K ﹤0.01%
+2,537
933
$314K ﹤0.01%
11,295
-2,023
934
$311K ﹤0.01%
59,005
-2,000
935
$311K ﹤0.01%
7,646
+343
936
$310K ﹤0.01%
2,480
-32
937
$306K ﹤0.01%
+9,740
938
$306K ﹤0.01%
5,883
-448
939
$306K ﹤0.01%
+6,650
940
$305K ﹤0.01%
6,239
+1,898
941
$304K ﹤0.01%
12,300
942
$304K ﹤0.01%
+4,951
943
$303K ﹤0.01%
4,131
-89
944
$303K ﹤0.01%
+2,972
945
$302K ﹤0.01%
6,924
+3,000
946
$301K ﹤0.01%
+2,865
947
$301K ﹤0.01%
+12,414
948
$300K ﹤0.01%
11,157
-4,694
949
$300K ﹤0.01%
10,370
950
$300K ﹤0.01%
2,409
-5
36 37
38
39 40