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
476
$979K 0.01%
19,497
-1,792
477
$963K 0.01%
113,595
-30,363
478
$962K 0.01%
18,304
+540
479
$955K 0.01%
26,544
+770
480
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22,424
-14,596
481
$949K 0.01%
12,353
+1,333
482
$948K 0.01%
14,858
+1,674
483
$948K 0.01%
72,641
-72,641
484
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31,973
-16,980
485
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24,071
-497
486
$938K 0.01%
21,737
-17,928
487
$933K 0.01%
5,965
-6,041
488
$932K 0.01%
14,961
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489
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490
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32,734
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10,436
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+34,000
493
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494
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180,595
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495
$914K 0.01%
27,819
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496
$913K 0.01%
4,078
-45
497
$909K 0.01%
46,806
-1,269
498
$908K 0.01%
8,689
+402
499
$884K 0.01%
23,724
-2,600
500
$882K 0.01%
7,724
-750
18 19
20
21 22