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
326
$2.11M 0.03%
105,060
+1,350
327
$2.08M 0.03%
151,560
328
$2.08M 0.03%
40,418
+15,978
329
$2.08M 0.03%
78,199
-3,415
330
$2.06M 0.03%
14,688
-3,992
331
$2.04M 0.03%
227,598
-99,429
332
$2.03M 0.03%
23,312
-2,338
333
$2.02M 0.03%
+150,887
334
$2M 0.03%
46,315
+22,377
335
$1.98M 0.02%
90,362
-105,563
336
$1.94M 0.02%
+17,914
337
$1.94M 0.02%
+31,102
338
$1.93M 0.02%
47,010
+1,662
339
$1.93M 0.02%
29,852
+461
340
$1.93M 0.02%
28,083
-18,007
341
$1.9M 0.02%
49,330
-3,994
342
$1.89M 0.02%
36,677
+1,638
343
$1.86M 0.02%
41,721
-348,689
344
$1.86M 0.02%
44,202
+2,488
345
$1.84M 0.02%
27,924
-7,281
346
$1.84M 0.02%
10,744
-1,797
347
$1.84M 0.02%
70,384
+26,832
348
$1.82M 0.02%
13,211
-1,533
349
$1.82M 0.02%
47,691
-1,352
350
$1.82M 0.02%
+37,740
12 13
14
15 16