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
201
$7.84M 0.08%
444,935
-5,220
202
$7.84M 0.08%
72,686
+11,209
203
$7.76M 0.07%
391,630
+53,835
204
$7.71M 0.07%
118,324
+200
205
$7.68M 0.07%
36
+14
206
$7.58M 0.07%
95,844
+58,782
207
$7.49M 0.07%
231,937
+180
208
$7.11M 0.07%
92,502
-53,868
209
$7.05M 0.07%
158,970
+13,896
210
$7M 0.07%
278,662
-161,824
211
$6.97M 0.07%
80,169
-27,999
212
$6.91M 0.07%
5,362
+1,631
213
$6.89M 0.07%
117,785
-11,807
214
$6.89M 0.07%
120,498
-1,076,588
215
$6.87M 0.07%
218,633
+162,559
216
$6.81M 0.07%
62,137
+10,020
217
$6.78M 0.06%
61,705
+40,170
218
$6.72M 0.06%
59,852
+42,480
219
$6.72M 0.06%
153,699
-883,325
220
$6.66M 0.06%
340,371
+173,889
221
$6.52M 0.06%
251,030
-2,163,796
222
$6.35M 0.06%
+59,786
223
$6.34M 0.06%
33,233
+954
224
$6.24M 0.06%
61,264
-1,825
225
$6.17M 0.06%
55,341
-4,910
7 8
9
10 11