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
1226
– –
-4,024
1227
– –
-48,860
1228
– –
-1,765
1229
– –
-37,184
1230
– –
-3,521
1231
– –
-8,059
1232
– –
-17,355
1233
– –
-66
1234
– –
-62,316
1235
– –
-10,000
1236
– –
-34,048
1237
– –
-54,145
1238
– –
-60,800
1239
– –
-5,067
1240
– –
-221,571
1241
– –
-53,509
1242
– –
-59,883
1243
– –
-12,080
1244
– –
-2,440
1245
– –
-23,549
1246
– –
-4,300
1247
– –
-1,661
1248
– –
-10,328
1249
– –
-3,916
1250
– –
-59,400
48 49
50
51 52