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
276
$3.11M 0.04%
78,769
+13,150
277
$3.08M 0.04%
95,768
+38,276
278
$3.03M 0.04%
+51,196
279
$3.03M 0.04%
110,715
+27
280
$3.02M 0.04%
48,317
-10,457
281
$3.02M 0.04%
46,180
+12,640
282
$3M 0.04%
+186,889
283
$2.92M 0.04%
28,263
+6,843
284
$2.9M 0.04%
28,488
-6,061
285
$2.88M 0.04%
40,965
-5,359
286
$2.88M 0.04%
+70,481
287
$2.87M 0.04%
111,363
-979
288
$2.86M 0.04%
60,435
-6,365
289
$2.85M 0.04%
32,161
-2,155
290
$2.85M 0.04%
34,610
-1,372
291
$2.77M 0.03%
46,328
-1,998
292
$2.73M 0.03%
188,847
-2,198
293
$2.68M 0.03%
+69,540
294
$2.68M 0.03%
81,526
-154,636
295
$2.65M 0.03%
15,934
-1,282
296
$2.62M 0.03%
28,770
-5,675
297
$2.6M 0.03%
66,050
+2,620
298
$2.6M 0.03%
156,855
-42,165
299
$2.58M 0.03%
+74,498
300
$2.57M 0.03%
+104,000
10 11
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