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
1001
$256K ﹤0.01%
+27,150
1002
$256K ﹤0.01%
15,851
-3,310
1003
$255K ﹤0.01%
+8,493
1004
$255K ﹤0.01%
13,705
+1,336
1005
$254K ﹤0.01%
17,000
1006
$253K ﹤0.01%
6,850
1007
$252K ﹤0.01%
+1,571
1008
$252K ﹤0.01%
+14,520
1009
$251K ﹤0.01%
+3,663
1010
$249K ﹤0.01%
3,090
-96
1011
$249K ﹤0.01%
13,554
+484
1012
$249K ﹤0.01%
+18,575
1013
$248K ﹤0.01%
23,205
+190
1014
$247K ﹤0.01%
3,634
-5,971
1015
$246K ﹤0.01%
6,890
-668
1016
$246K ﹤0.01%
7,340
+808
1017
$245K ﹤0.01%
+8,763
1018
$245K ﹤0.01%
+8,639
1019
$244K ﹤0.01%
4,749
-3,133
1020
$244K ﹤0.01%
3,330
+95
1021
$243K ﹤0.01%
8,221
1022
$242K ﹤0.01%
+5,625
1023
$240K ﹤0.01%
9,761
1024
$239K ﹤0.01%
18,000
1025
$237K ﹤0.01%
+2,737
39 40
41
42 43