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
301
$2.54M 0.03%
+33,627
302
$2.53M 0.03%
150,140
-28,930
303
$2.52M 0.03%
5,414
-2,249
304
$2.51M 0.03%
160,116
-71,789
305
$2.43M 0.03%
28,452
-10,184
306
$2.38M 0.03%
21,832
-5,836
307
$2.38M 0.03%
69,998
308
$2.36M 0.03%
80,851
-27
309
$2.35M 0.03%
64,254
-3,763
310
$2.35M 0.03%
129,540
-57,264
311
$2.33M 0.03%
62,496
-9,568
312
$2.33M 0.03%
30,299
-5,643
313
$2.32M 0.03%
110,237
+3,725
314
$2.28M 0.03%
35,147
-636
315
$2.26M 0.03%
52,262
-128
316
$2.25M 0.03%
46,594
-7,208
317
$2.24M 0.03%
39,935
-4,474
318
$2.22M 0.03%
31,852
-983
319
$2.21M 0.03%
70,692
-6,416
320
$2.2M 0.03%
+68,816
321
$2.2M 0.03%
42,810
-17,854
322
$2.19M 0.03%
+69,522
323
$2.14M 0.03%
184,012
-36,093
324
$2.14M 0.03%
23,279
+346
325
$2.13M 0.03%
38,447
-1,495
11 12
13
14 15