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
101
$25.4M 0.24%
1,878,048
-1,339,005
102
$25.2M 0.24%
200,233
+10,868
103
$25.1M 0.24%
320,850
+8,577
104
$23.7M 0.23%
222,169
-34,003
105
$23.4M 0.22%
342,093
+24,721
106
$22.6M 0.22%
486,705
+121,293
107
$22.4M 0.21%
305,317
+10,543
108
$22.1M 0.21%
325,689
-2,734
109
$21.9M 0.21%
811,800
-36,219
110
$21.7M 0.21%
203,163
+96,451
111
$21.6M 0.21%
249,764
+13,437
112
$21.6M 0.21%
399,481
+57,929
113
$21.2M 0.2%
226,264
+113,001
114
$21.1M 0.2%
285,426
+27,271
115
$21.1M 0.2%
516,402
+1,680
116
$20.9M 0.2%
266,596
-52,644
117
$20.7M 0.2%
164,397
-299
118
$19.8M 0.19%
355,457
+19,003
119
$19.7M 0.19%
176,853
+451
120
$19.7M 0.19%
338,334
+172,769
121
$19.2M 0.18%
649,992
+62,100
122
$18.9M 0.18%
236,988
-98,506
123
$18.7M 0.18%
776,558
-11,312
124
$17.9M 0.17%
118,682
+24,178
125
$17.8M 0.17%
142,763
+30,955
3 4
5
6 7