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
1026
$236K ﹤0.01%
1,240
+103
1027
$236K ﹤0.01%
+2,172
1028
$235K ﹤0.01%
+8,368
1029
$235K ﹤0.01%
9,231
-19,727
1030
$235K ﹤0.01%
5,174
+110
1031
$235K ﹤0.01%
+6,785
1032
$233K ﹤0.01%
+28,342
1033
$231K ﹤0.01%
5,827
-225
1034
$230K ﹤0.01%
+11,425
1035
$229K ﹤0.01%
7,565
-1,100
1036
$229K ﹤0.01%
5,500
-2,710
1037
$229K ﹤0.01%
+6,818
1038
$228K ﹤0.01%
+3,248
1039
$226K ﹤0.01%
+6,788
1040
$224K ﹤0.01%
+1,173
1041
$224K ﹤0.01%
23,544
+5,781
1042
$224K ﹤0.01%
10,877
-300
1043
$224K ﹤0.01%
5,731
+686
1044
$223K ﹤0.01%
+5,026
1045
$222K ﹤0.01%
+5,796
1046
$221K ﹤0.01%
3,338
+217
1047
$221K ﹤0.01%
7,530
+1,000
1048
$219K ﹤0.01%
2,206
-509
1049
$219K ﹤0.01%
4,685
-820
1050
$218K ﹤0.01%
3,958
-820
40 41
42
43 44