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
1251
– –
-3,254
1252
– –
-43,196
1253
– –
-7,337
1254
– –
-13,047
1255
– –
-10,182
1256
– –
-30,300
1257
– –
-29,310
1258
– –
-6,828
1259
– –
-10,293
1260
– –
-43,031
1261
– –
-10,069
1262
– –
-3,960
1263
– –
-11,000
1264
– –
-10,790
1265
– –
-36,249
1266
– –
-4,024
1267
– –
-48,860
1268
– –
-1,765
1269
– –
-37,184
1270
– –
-3,521
1271
– –
-8,059
1272
– –
-17,355
1273
– –
-66
1274
– –
-62,316
1275
– –
-10,000
49 50
51
52 53