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
701
$399K 0.01%
+5,855
702
$398K 0.01%
16,760
-79
703
$393K ﹤0.01%
15,970
-80
704
$391K ﹤0.01%
13,816
-1,200
705
$389K ﹤0.01%
7,558
706
$387K ﹤0.01%
4,720
-80
707
$386K ﹤0.01%
9,531
-315
708
$385K ﹤0.01%
20,923
709
$383K ﹤0.01%
12,006
-4,262
710
$381K ﹤0.01%
14,350
711
$381K ﹤0.01%
5,718
-1,477
712
$380K ﹤0.01%
13,471
-26,674
713
$376K ﹤0.01%
28,485
-30,942
714
$376K ﹤0.01%
12,920
-1,650
715
$375K ﹤0.01%
49,171
+4,831
716
$374K ﹤0.01%
9,103
-707
717
$374K ﹤0.01%
11,100
718
$373K ﹤0.01%
515
+6
719
$371K ﹤0.01%
+96,928
720
$371K ﹤0.01%
11,226
-4,646
721
$371K ﹤0.01%
23,000
-7,000
722
$369K ﹤0.01%
11,005
723
$369K ﹤0.01%
18,576
+3,413
724
$368K ﹤0.01%
51,091
-86,000
725
$363K ﹤0.01%
17,210
27 28
29
30 31