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
401
$1.38M 0.02%
13,789
-1,714
402
$1.38M 0.02%
22,870
-826
403
$1.38M 0.02%
18,988
+181
404
$1.37M 0.02%
50,866
-55,000
405
$1.37M 0.02%
28,926
-1,341
406
$1.37M 0.02%
11,170
-8,679
407
$1.37M 0.02%
25,149
+5,859
408
$1.36M 0.02%
16,921
+3,221
409
$1.36M 0.02%
34,204
-6,071
410
$1.36M 0.02%
43,835
-105,373
411
$1.35M 0.02%
17,653
-3,581
412
$1.34M 0.02%
32,066
-5,504
413
$1.34M 0.02%
+64,613
414
$1.34M 0.02%
42,993
+173
415
$1.34M 0.02%
28,662
-209
416
$1.31M 0.02%
15,177
+347
417
$1.31M 0.02%
34,159
-11,991
418
$1.3M 0.02%
17,785
-901
419
$1.3M 0.02%
1,021
+117
420
$1.28M 0.02%
74,996
-662,038
421
$1.28M 0.02%
69,836
+54,902
422
$1.26M 0.02%
12,147
-3,680
423
$1.26M 0.02%
39,599
-10,364
424
$1.25M 0.02%
9,226
-1,224
425
$1.24M 0.02%
31,751
-21,109
15 16
17
18 19