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
251
$3.87M 0.05%
61,736
+3,488
252
$3.84M 0.05%
68,948
-2,521
253
$3.83M 0.05%
63,642
-738
254
$3.75M 0.05%
44,623
-14,813
255
$3.73M 0.05%
145,106
-445,469
256
$3.73M 0.05%
+376,268
257
$3.72M 0.05%
63,898
-69
258
$3.71M 0.05%
16,140
-27,757
259
$3.69M 0.05%
+112,430
260
$3.55M 0.04%
+215,835
261
$3.54M 0.04%
19,151
-934
262
$3.54M 0.04%
+113,912
263
$3.49M 0.04%
107,043
+91,495
264
$3.49M 0.04%
168,013
-23,227
265
$3.39M 0.04%
71,983
-15,206
266
$3.34M 0.04%
+109,836
267
$3.31M 0.04%
+44,786
268
$3.26M 0.04%
41,080
+4,073
269
$3.25M 0.04%
48,403
-1,040
270
$3.21M 0.04%
34,159
-8,711
271
$3.16M 0.04%
+55,201
272
$3.14M 0.04%
52,028
+2,885
273
$3.12M 0.04%
33,471
-1,994
274
$3.12M 0.04%
180,230
+68,711
275
$3.11M 0.04%
123,950
-208,408
9 10
11
12 13