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
1201
– –
-8,697
1202
– –
-7,990
1203
– –
-33,070
1204
– –
-9,767
1205
– –
-2,008
1206
– –
-8,865
1207
– –
-34,008
1208
– –
-8,000
1209
– –
-21,249
1210
– –
-3,250
1211
– –
-3,254
1212
– –
-43,196
1213
– –
-7,337
1214
– –
-13,047
1215
– –
-10,182
1216
– –
-30,300
1217
– –
-29,310
1218
– –
-6,828
1219
– –
-10,293
1220
– –
-43,031
1221
– –
-10,069
1222
– –
-3,960
1223
– –
-11,000
1224
– –
-10,790
1225
– –
-36,249
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