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
376
$1.6M 0.02%
55,066
-5,208
377
$1.59M 0.02%
41,989
-101,001
378
$1.59M 0.02%
28,135
-361
379
$1.58M 0.02%
55,452
+900
380
$1.57M 0.02%
14,336
-4,395
381
$1.57M 0.02%
27,588
-5,259
382
$1.56M 0.02%
100,495
+29,989
383
$1.56M 0.02%
17,434
-21,656
384
$1.55M 0.02%
38,967
+17,327
385
$1.54M 0.02%
34,800
+7,124
386
$1.54M 0.02%
+63,711
387
$1.52M 0.02%
57,892
-3,763
388
$1.5M 0.02%
42,665
+848
389
$1.49M 0.02%
20,006
-418
390
$1.45M 0.02%
40,307
-9,833
391
$1.44M 0.02%
29,508
+7,294
392
$1.44M 0.02%
40,618
-17,075
393
$1.43M 0.02%
42,419
-10,114
394
$1.43M 0.02%
38,098
+908
395
$1.42M 0.02%
73,087
+1,021
396
$1.42M 0.02%
21,170
-1,034
397
$1.41M 0.02%
52,724
-84,136
398
$1.4M 0.02%
+30,021
399
$1.39M 0.02%
+43,500
400
$1.39M 0.02%
61,704
-31,308
14 15
16
17 18