JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
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
+$146M
2
+$117M
3
+$32.2M
4
ORCL icon
Oracle
ORCL
+$28.1M
5
FRC
First Republic Bank
FRC
+$24.4M

Top Sells

1
+$61.8M
2
+$59.3M
3
+$54.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$39M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$38M

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%
+1,825
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
– –
-29,328
1184
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-192,392
1185
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-30,041
1186
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-21,000
1187
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-8,000
1188
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-18,176
1189
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-2,647
1190
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-1,148,624
1191
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-11,411
1192
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-12,448
1193
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-8,697
1194
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-7,990
1195
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-33,070
1196
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-9,767
1197
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-2,008
1198
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-8,865
1199
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-34,008
1200
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-21,249
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