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
176
$10.6M 0.1%
126,072
+19,956
177
$10.4M 0.1%
63,828
-17,794
178
$10.4M 0.1%
150,318
+61,476
179
$10.3M 0.1%
182,386
-75,422
180
$9.94M 0.1%
110,541
+20,190
181
$9.91M 0.09%
93,922
+25,337
182
$9.72M 0.09%
248,244
+11,694
183
$9.42M 0.09%
1,140,240
+6,620
184
$9.07M 0.09%
459,183
-8,880
185
$8.95M 0.09%
144,591
-84,908
186
$8.9M 0.09%
138,729
+37,327
187
$8.81M 0.08%
98,276
+15,308
188
$8.81M 0.08%
66,113
-8,940
189
$8.66M 0.08%
71,437
+10,083
190
$8.51M 0.08%
231,078
-359,825
191
$8.48M 0.08%
144,063
-16,369
192
$8.32M 0.08%
89,298
-16,989
193
$8.13M 0.08%
129,559
+58,440
194
$8.11M 0.08%
282,489
-20,331
195
$8.09M 0.08%
60,153
+13,481
196
$8.06M 0.08%
118,023
+434
197
$8.02M 0.08%
164,789
+95,044
198
$7.94M 0.08%
57,133
+39,180
199
$7.93M 0.08%
158,752
+4,543
200
$7.86M 0.08%
168,243
+54,006
6 7
8
9 10