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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
1201
– –
-10,182
1202
– –
-30,300
1203
– –
-29,310
1204
– –
-10,069
1205
– –
-37,184
1206
– –
-3,521
1207
– –
-60,800
1208
– –
-5,067
1209
– –
-332,357
1210
– –
-12,080
1211
– –
-2,440
1212
– –
-23,549
1213
– –
-4,300
1214
– –
-1,661
1215
– –
-10,328
1216
– –
-29,328
1217
– –
-59,400
1218
– –
-49,279
1219
– –
-65
1220
– –
-3,363
1221
– –
-2,282
1222
– –
-23,780
1223
– –
-9,693
1224
– –
-21,471
1225
– –
-7,035
47 48
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