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
426
$1.24M 0.02%
48,422
-2,798
427
$1.23M 0.02%
15,247
-44
428
$1.21M 0.02%
28,360
-3,502
429
$1.2M 0.02%
27,852
-7,815
430
$1.19M 0.01%
10,904
-2,061
431
$1.18M 0.01%
38,488
-4,200
432
$1.17M 0.01%
26,495
-7,537
433
$1.17M 0.01%
8,774
+598
434
$1.17M 0.01%
23,546
-7,142
435
$1.17M 0.01%
23,017
-3,660
436
$1.16M 0.01%
22,225
-1,963
437
$1.16M 0.01%
38,565
-160,754
438
$1.16M 0.01%
56,402
+19,732
439
$1.14M 0.01%
+29,934
440
$1.14M 0.01%
24,918
-439
441
$1.14M 0.01%
22,447
-37,167
442
$1.14M 0.01%
4,087
+442
443
$1.13M 0.01%
87,895
+8,080
444
$1.13M 0.01%
23,419
-5,655
445
$1.12M 0.01%
35,250
446
$1.12M 0.01%
14,194
-765
447
$1.12M 0.01%
16,701
+254
448
$1.11M 0.01%
+20,552
449
$1.1M 0.01%
+28,100
450
$1.1M 0.01%
21,071
-13,199
16 17
18
19 20