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
$7.97B
AUM Growth
-$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$114M
3
+$59.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$58.9M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$49.3M

Top Sells

1
+$94.6M
2
+$65.9M
3
+$42.4M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$29.5M
5
TRV icon
Travelers Companies
TRV
+$28.7M

Sector Composition

1 Technology 13.72%
2 Healthcare 11.25%
3 Financials 10.88%
4 Industrials 8.07%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.04M 0.06%
50,394
+1,820
227
$5.01M 0.06%
+83,360
228
$4.95M 0.06%
31,616
-419
229
$4.83M 0.06%
136,106
+1,874
230
$4.71M 0.06%
+71,119
231
$4.7M 0.06%
165,417
+1,043
232
$4.67M 0.06%
76,237
+2,207
233
$4.66M 0.06%
119,620
-26,056
234
$4.65M 0.06%
43,161
-2,036
235
$4.63M 0.06%
133,014
-4,883
236
$4.57M 0.06%
33,288
-30,376
237
$4.56M 0.06%
61,628
-66,373
238
$4.54M 0.06%
123,299
+76,651
239
$4.43M 0.06%
89,292
-630
240
$4.26M 0.05%
26,198
+1,976
241
$4.26M 0.05%
90,560
-5,050
242
$4.12M 0.05%
62,482
+159
243
$3.97M 0.05%
89,820
-25,534
244
$3.96M 0.05%
33,638
-9,956
245
$3.96M 0.05%
3,201
-547
246
$3.92M 0.05%
76,858
+3,959
247
$3.91M 0.05%
35,839
-2,009
248
$3.9M 0.05%
54,458
+1,069
249
$3.9M 0.05%
20
-2
250
$3.89M 0.05%
96,629
+43,291
8 9
10
11 12