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
151
$12.8M 0.12%
49,266
+13,609
152
$12.7M 0.12%
200,904
-4,693
153
$12.7M 0.12%
300,925
-93,636
154
$12.6M 0.12%
+302,050
155
$12.6M 0.12%
313,901
-27,887
156
$12.4M 0.12%
406,251
-3,726
157
$12.4M 0.12%
296,906
-187,495
158
$12.3M 0.12%
201,082
-22,490
159
$12.3M 0.12%
198,524
-318,802
160
$11.8M 0.11%
134,386
-16,791
161
$11.7M 0.11%
416,137
+42,647
162
$11.5M 0.11%
1,584,397
+8,297
163
$11.5M 0.11%
85,442
+81,344
164
$11.4M 0.11%
525,620
+493,020
165
$11.3M 0.11%
194,316
-12,217
166
$11.2M 0.11%
206,637
+79,881
167
$11.2M 0.11%
371,460
-10,611
168
$11.1M 0.11%
78,599
+3,397
169
$11.1M 0.11%
32,606
+3,645
170
$10.9M 0.1%
271,377
-76,217
171
$10.9M 0.1%
115,266
+9,030
172
$10.9M 0.1%
75,700
173
$10.7M 0.1%
396,370
-4,448
174
$10.7M 0.1%
172,450
-105,528
175
$10.7M 0.1%
262,524
-438,216
5 6
7
8 9