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
1101
$177K ﹤0.01%
15,000
1102
$176K ﹤0.01%
23,454
+454
1103
$176K ﹤0.01%
+19,834
1104
$176K ﹤0.01%
12,240
-140,875
1105
$176K ﹤0.01%
16,000
1106
$175K ﹤0.01%
+11,697
1107
$172K ﹤0.01%
21,374
+6,600
1108
$169K ﹤0.01%
11,600
1109
$168K ﹤0.01%
13,500
1110
$167K ﹤0.01%
1,920
1111
$165K ﹤0.01%
+16,050
1112
$165K ﹤0.01%
10,845
-9,518
1113
$165K ﹤0.01%
66,000
1114
$154K ﹤0.01%
10,892
-11,160
1115
$150K ﹤0.01%
10,624
-3,330
1116
$149K ﹤0.01%
21,397
+570
1117
$148K ﹤0.01%
13,973
-1,048
1118
$145K ﹤0.01%
12,000
1119
$135K ﹤0.01%
+13,372
1120
$135K ﹤0.01%
14,138
-86
1121
$134K ﹤0.01%
12,018
-1,585
1122
$131K ﹤0.01%
10,235
-6,771
1123
$130K ﹤0.01%
16,524
-3,653
1124
$126K ﹤0.01%
+11,609
1125
$125K ﹤0.01%
20,000
43 44
45
46 47