We are live on ! Find out more
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
1276
– –
-34,048
1277
– –
-54,145
1278
– –
-2,647
1279
– –
-1,148,624
1280
– –
-11,411
1281
– –
-43,848
1282
– –
-15,106
1283
– –
-12,485
1284
– –
-11,200
1285
– –
-8,697
1286
– –
-7,990
1287
– –
-33,070
1288
– –
-9,767
1289
– –
-2,008
1290
– –
-8,865
1291
– –
-34,008
1292
– –
-8,000
1293
– –
-21,249
1294
– –
-3,250
1295
– –
-3,960
1296
– –
-11,000
1297
– –
-10,790
1298
– –
-36,249
1299
– –
-4,024
1300
– –
-18,019
49 50 51
52
53