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
26
$69.8M 0.88%
1,245,757
+17,738
27
$68.3M 0.86%
2,535,804
-380,920
28
$65.3M 0.82%
783,181
-20,006
29
$64.6M 0.81%
2,144,865
+6,861
30
$61.5M 0.77%
658,928
-42,472
31
$61.1M 0.77%
515,860
-20,728
32
$61.1M 0.77%
1,018,328
+162,631
33
$60.3M 0.76%
589,675
+88,026
34
$60.2M 0.76%
591,866
+33,731
35
$59.7M 0.75%
607,264
-15,925
36
$58.9M 0.74%
599,540
+14,290
37
$55.7M 0.7%
538,602
+10,790
38
$54.8M 0.69%
3,519,720
-134,041
39
$53.5M 0.67%
387,080
+15,268
40
$51.6M 0.65%
824,604
-12,790
41
$50.6M 0.64%
1,829,310
+351,160
42
$49.3M 0.62%
+1,012,842
43
$49.1M 0.62%
254,993
+11,709
44
$47M 0.59%
3,461,523
-958,525
45
$46M 0.58%
331,786
-55,402
46
$45.5M 0.57%
420,951
-4,986
47
$45.2M 0.57%
1,720,523
-122,148
48
$44.7M 0.56%
641,417
-7,520
49
$44.5M 0.56%
178,956
+163
50
$43.2M 0.54%
464,593
+35,992
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