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
76
$37.7M 0.36%
384,210
+42,090
77
$37.5M 0.36%
296,838
+57,220
78
$36.8M 0.35%
577,493
+313,023
79
$36.5M 0.35%
1,347,080
-133,296
80
$35.9M 0.34%
282,798
-18,234
81
$35.7M 0.34%
2,647,120
-715,217
82
$35.6M 0.34%
2,303,530
+310,710
83
$35.5M 0.34%
744,463
-29,448
84
$35.2M 0.34%
330,409
+44,231
85
$34.6M 0.33%
852,958
+23,688
86
$34.5M 0.33%
846,856
+57,996
87
$34M 0.32%
673,144
+146,457
88
$34M 0.32%
739,867
+372,034
89
$33.6M 0.32%
466,194
-4,087
90
$33M 0.32%
1,847,687
+537,909
91
$32.2M 0.31%
394,114
+30,381
92
$29.8M 0.29%
373,185
+50,956
93
$29.3M 0.28%
1,305,336
+800,384
94
$28.5M 0.27%
271,887
+12,053
95
$28.4M 0.27%
409,606
+29,741
96
$28.2M 0.27%
520,919
-67,677
97
$27.9M 0.27%
177,858
+9,211
98
$26.8M 0.26%
331,757
+69,943
99
$26.6M 0.25%
375,826
-26,856
100
$26.4M 0.25%
421,120
+49,626
2 3
4
5 6