JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1176
$18K ﹤0.01%
10,000
1177
$18K ﹤0.01%
10,800
1178
$14K ﹤0.01%
14,350
+4,175
1179
$13K ﹤0.01%
167
1180
$12K ﹤0.01%
1,148
1181
$8K ﹤0.01%
1,000
1182
$6K ﹤0.01%
+12,000
1183
– –
-15,616
1184
– –
-7,767
1185
– –
-81,775
1186
– –
-22,500
1187
– –
-7,962
1188
– –
-15,800
1189
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-15,130
1190
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-19,139
1191
– –
-6,923
1192
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-7,969
1193
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-6,447
1194
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-25,046
1195
– –
-13,946
1196
– –
-36,455
1197
– –
-2,674
1198
– –
-7,624
1199
– –
-64,507
1200
– –
-10,072
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