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
1126
$125K ﹤0.01%
13,758
1127
$123K ﹤0.01%
20,235
+2,235
1128
$122K ﹤0.01%
+15,000
1129
$122K ﹤0.01%
12,610
+2,500
1130
$119K ﹤0.01%
2,034
+1,034
1131
$118K ﹤0.01%
24,434
+39
1132
$111K ﹤0.01%
808
+613
1133
$111K ﹤0.01%
40,866
-2,742
1134
$107K ﹤0.01%
1,301
1135
$103K ﹤0.01%
2,000
1136
$101K ﹤0.01%
11,100
1137
$101K ﹤0.01%
+11,375
1138
$98K ﹤0.01%
4,710
1139
$93K ﹤0.01%
+16,000
1140
$90K ﹤0.01%
425
-89
1141
$88K ﹤0.01%
170
1142
$87K ﹤0.01%
+2,000
1143
$84K ﹤0.01%
5,703
+345
1144
$83K ﹤0.01%
2,765
+875
1145
$82K ﹤0.01%
+21,015
1146
$80K ﹤0.01%
+10,195
1147
$78K ﹤0.01%
+10,200
1148
$76K ﹤0.01%
2,857
1149
$76K ﹤0.01%
11,690
-140,965
1150
$73K ﹤0.01%
+12,319
44 45
46
47 48