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
451
$1.09M 0.01%
17,939
-4,070
452
$1.09M 0.01%
23,129
-3,397
453
$1.08M 0.01%
12,735
-1,026
454
$1.08M 0.01%
20,409
-6,221
455
$1.08M 0.01%
+39,280
456
$1.06M 0.01%
8,749
+167
457
$1.06M 0.01%
26,898
-1,212
458
$1.05M 0.01%
+31,140
459
$1.05M 0.01%
15,678
+2,443
460
$1.05M 0.01%
54,675
-14,208
461
$1.04M 0.01%
9,598
-5,769
462
$1.04M 0.01%
136,711
-3,904
463
$1.04M 0.01%
8,471
+1,538
464
$1.03M 0.01%
33,641
+1,357
465
$1.02M 0.01%
17,986
-5,831
466
$1.01M 0.01%
23,917
-9,770
467
$1.01M 0.01%
+14,970
468
$1M 0.01%
40,664
-5,260
469
$1M 0.01%
32,450
+2,867
470
$1M 0.01%
15,864
+1,404
471
$1M 0.01%
19,488
-4,842
472
$1M 0.01%
23,126
-127
473
$996K 0.01%
+150,033
474
$994K 0.01%
14,911
-3,526
475
$992K 0.01%
23,478
-1,336
17 18
19
20 21