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
51
$42.8M 0.54%
621,117
-9,935
52
$42.7M 0.54%
327,298
-41,382
53
$41.8M 0.53%
778,584
-29,398
54
$41.8M 0.53%
771,824
+4,374
55
$41.6M 0.52%
763,868
+17,707
56
$41.1M 0.52%
1,517,178
-83,932
57
$40.3M 0.51%
348,550
+18,549
58
$39.4M 0.49%
613,652
+33,376
59
$39.1M 0.49%
687,757
+18,947
60
$39M 0.49%
785,161
-104,632
61
$38.9M 0.49%
927,906
-18,941
62
$35.7M 0.45%
247,247
+9,966
63
$35M 0.44%
261,190
-6,025
64
$34.7M 0.44%
421,311
+6,725
65
$34.7M 0.44%
264,846
+54,538
66
$34M 0.43%
1,245,595
+9,315
67
$33.9M 0.43%
552,068
-37,440
68
$33.5M 0.42%
400,172
-3,095
69
$33.3M 0.42%
1,502,147
-15,617
70
$33.3M 0.42%
811,084
-112,942
71
$32.7M 0.41%
1,329,149
+99,937
72
$32.6M 0.41%
472,618
-30,043
73
$32.3M 0.41%
803,405
-46,776
74
$31.2M 0.39%
150,604
+2,377
75
$31.1M 0.39%
352,337
-36,133
1 2
3
4 5