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
+$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
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-29,328
1184
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-3,695
1185
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-192,392
1186
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-30,041
1187
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-21,000
1188
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-8,000
1189
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1190
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1191
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1192
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-1,148,624
1193
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1194
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-43,848
1195
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1196
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1197
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1198
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1199
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-10,000
1200
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46 47
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49 50