JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
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
1226
– –
-30,041
1227
– –
-14,776
1228
– –
-21,000
1229
– –
-2,647
1230
– –
-1,148,624
1231
– –
-11,411
1232
– –
-43,848
1233
– –
-15,106
1234
– –
-12,485
1235
– –
-22,066
1236
– –
-10,000
1237
– –
-11,200
1238
– –
-125
1239
– –
-180
1240
– –
-12,448
1241
– –
-8,697
1242
– –
-7,990
1243
– –
-33,070
1244
– –
-9,767
1245
– –
-2,008
1246
– –
-8,865
1247
– –
-34,008
1248
– –
-8,000
1249
– –
-21,249
1250
– –
-3,250
48 49
50
51 52