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
351
$1.8M 0.02%
31,952
-5,826
352
$1.8M 0.02%
17,340
-44
353
$1.8M 0.02%
44,200
-83
354
$1.8M 0.02%
36,042
-27,538
355
$1.8M 0.02%
73,344
+2,937
356
$1.79M 0.02%
40,341
-22,104
357
$1.79M 0.02%
20,396
-3,939
358
$1.78M 0.02%
+32,531
359
$1.77M 0.02%
9,501
-469
360
$1.76M 0.02%
194,712
-9,001
361
$1.76M 0.02%
+24,975
362
$1.76M 0.02%
38,376
-6,122
363
$1.74M 0.02%
+58,410
364
$1.72M 0.02%
2,150
-727
365
$1.72M 0.02%
31,232
-7,559
366
$1.72M 0.02%
35,756
+16,841
367
$1.71M 0.02%
35,220
+6,266
368
$1.68M 0.02%
56,603
+24,991
369
$1.66M 0.02%
28,224
-11,709
370
$1.65M 0.02%
22,602
-6,098
371
$1.64M 0.02%
51,548
+3,703
372
$1.64M 0.02%
40,799
-9,324
373
$1.64M 0.02%
36,945
-619
374
$1.62M 0.02%
39,484
-12,376
375
$1.62M 0.02%
34,943
-11,287
13 14
15
16 17