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
1076
$202K ﹤0.01%
+3,355
1077
$202K ﹤0.01%
+7,650
1078
$202K ﹤0.01%
12,963
+978
1079
$202K ﹤0.01%
+9,351
1080
$202K ﹤0.01%
+15,477
1081
$201K ﹤0.01%
4,992
-989
1082
$200K ﹤0.01%
8,122
-1,142
1083
$200K ﹤0.01%
757
+35
1084
$200K ﹤0.01%
+3,691
1085
$199K ﹤0.01%
67,900
1086
$197K ﹤0.01%
10,273
1087
$193K ﹤0.01%
+11,590
1088
$192K ﹤0.01%
15,856
1089
$192K ﹤0.01%
11,916
1090
$191K ﹤0.01%
12,655
-2,046
1091
$188K ﹤0.01%
142,800
+78,888
1092
$187K ﹤0.01%
+11,223
1093
$187K ﹤0.01%
+11,439
1094
$185K ﹤0.01%
46,560
-4,688
1095
$183K ﹤0.01%
18,172
1096
$183K ﹤0.01%
11,443
+1,350
1097
$179K ﹤0.01%
+11,839
1098
$178K ﹤0.01%
+11,553
1099
$177K ﹤0.01%
+12,583
1100
$177K ﹤0.01%
130,373
42 43
44
45 46