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
1151
$71K ﹤0.01%
2,577
+77
1152
$70K ﹤0.01%
+15,045
1153
$64K ﹤0.01%
+17,234
1154
$63K ﹤0.01%
11,210
-235
1155
$57K ﹤0.01%
3,600
+550
1156
$56K ﹤0.01%
1,825
1157
$56K ﹤0.01%
999
-155
1158
$54K ﹤0.01%
+10,000
1159
$53K ﹤0.01%
168,750
+37,500
1160
$52K ﹤0.01%
11,349
1161
$44K ﹤0.01%
1,100
1162
$43K ﹤0.01%
+10,000
1163
$42K ﹤0.01%
+35,925
1164
$35K ﹤0.01%
+31,593
1165
$35K ﹤0.01%
15,357
1166
$35K ﹤0.01%
17,314
+2,007
1167
$34K ﹤0.01%
3,675
1168
$32K ﹤0.01%
2,011
+781
1169
$28K ﹤0.01%
1,505
1170
$23K ﹤0.01%
10,000
-8,500
1171
$22K ﹤0.01%
1,333
-667
1172
$20K ﹤0.01%
1,042
1173
$20K ﹤0.01%
11,200
-12,427
1174
$20K ﹤0.01%
20,010
+10,000
1175
$18K ﹤0.01%
10,800
45 46
47
48 49