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
126
$17.1M 0.16%
290,235
+51,480
127
$17.1M 0.16%
351,791
+13,259
128
$17.1M 0.16%
63,670
-2,705
129
$17.1M 0.16%
201,727
-16,356
130
$16.9M 0.16%
260,143
-1,930
131
$15.9M 0.15%
541,716
-4,563
132
$15.8M 0.15%
693,222
+207,162
133
$15.7M 0.15%
106,177
+5,961
134
$15.7M 0.15%
126,200
+308
135
$15.3M 0.15%
239,321
+51,447
136
$15.2M 0.14%
194,123
+28,011
137
$15.2M 0.14%
201,838
+100,686
138
$15M 0.14%
547,524
+168,130
139
$14.9M 0.14%
223,371
-3,915
140
$14.7M 0.14%
185,522
-178,678
141
$14.7M 0.14%
260,978
-824
142
$14.6M 0.14%
80,003
+48,653
143
$14.5M 0.14%
327,216
+17,406
144
$14.3M 0.14%
343,215
-18,221
145
$14.1M 0.13%
518,844
+66,858
146
$14M 0.13%
559,514
-190,204
147
$13.8M 0.13%
426,161
+26,045
148
$13.5M 0.13%
299,500
+86,719
149
$13.3M 0.13%
84,595
-557
150
$13.1M 0.13%
327,412
+128,834
4 5
6
7 8