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
1051
$217K ﹤0.01%
+6,910
1052
$216K ﹤0.01%
+7,935
1053
$216K ﹤0.01%
5,203
+2,461
1054
$214K ﹤0.01%
+7,115
1055
$212K ﹤0.01%
+642
1056
$212K ﹤0.01%
5,920
1057
$212K ﹤0.01%
34,334
1058
$211K ﹤0.01%
+7,324
1059
$211K ﹤0.01%
2,704
-1,805
1060
$211K ﹤0.01%
13,893
+3,893
1061
$210K ﹤0.01%
13,442
+1,602
1062
$210K ﹤0.01%
+2,652
1063
$210K ﹤0.01%
24,601
-1,662
1064
$209K ﹤0.01%
1,145
+20
1065
$209K ﹤0.01%
+2,162
1066
$208K ﹤0.01%
+4,046
1067
$207K ﹤0.01%
20,000
-600
1068
$207K ﹤0.01%
4,303
-1,595
1069
$207K ﹤0.01%
+8,282
1070
$206K ﹤0.01%
+9,222
1071
$206K ﹤0.01%
+3,664
1072
$206K ﹤0.01%
+1,853
1073
$205K ﹤0.01%
+743
1074
$205K ﹤0.01%
+2,752
1075
$202K ﹤0.01%
26,816
-127,205
41 42
43
44 45