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
1176
$18K ﹤0.01%
10,000
1177
$18K ﹤0.01%
+1,825
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
– –
-9,000
1184
– –
-29,328
1185
– –
-189,426
1186
– –
-2,647
1187
– –
-1,148,624
1188
– –
-11,411
1189
– –
-43,848
1190
– –
-15,106
1191
– –
-12,485
1192
– –
-192,392
1193
– –
-30,041
1194
– –
-14,776
1195
– –
-22,066
1196
– –
-10,000
1197
– –
-11,200
1198
– –
-125
1199
– –
-180
1200
– –
-12,448
46 47
48
49 50