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
976
$282K ﹤0.01%
+18,000
977
$282K ﹤0.01%
+10,382
978
$281K ﹤0.01%
+29,443
979
$280K ﹤0.01%
12,550
+2,097
980
$280K ﹤0.01%
+7,820
981
$279K ﹤0.01%
+8,929
982
$278K ﹤0.01%
+5,845
983
$278K ﹤0.01%
+9,615
984
$278K ﹤0.01%
8,747
-1,250
985
$277K ﹤0.01%
6,265
+1,678
986
$277K ﹤0.01%
+5,964
987
$277K ﹤0.01%
5,028
+814
988
$275K ﹤0.01%
4,990
-1,007
989
$274K ﹤0.01%
3,948
+841
990
$274K ﹤0.01%
6,681
+31
991
$273K ﹤0.01%
+38,331
992
$273K ﹤0.01%
+5,400
993
$271K ﹤0.01%
+15,550
994
$269K ﹤0.01%
7,734
+77
995
$269K ﹤0.01%
17,533
+6,840
996
$266K ﹤0.01%
7,961
+639
997
$265K ﹤0.01%
15,025
998
$260K ﹤0.01%
+3,506
999
$260K ﹤0.01%
15,606
-7,632
1000
$258K ﹤0.01%
+18,842
38 39
40
41 42