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
726
$361K ﹤0.01%
+8,677
727
$361K ﹤0.01%
15,014
-5,326
728
$360K ﹤0.01%
12,033
-15,609
729
$359K ﹤0.01%
892,650
+10,500
730
$357K ﹤0.01%
+8,100
731
$355K ﹤0.01%
8,632
-28,056
732
$354K ﹤0.01%
7,098
-3,443
733
$354K ﹤0.01%
11,880
-14,358
734
$351K ﹤0.01%
6,935
-119
735
$351K ﹤0.01%
8,525
-178
736
$351K ﹤0.01%
14,977
-3,336
737
$351K ﹤0.01%
3,612
-345
738
$350K ﹤0.01%
14,452
+462
739
$349K ﹤0.01%
9,907
-1,187
740
$349K ﹤0.01%
31,400
-31,400
741
$347K ﹤0.01%
8,160
-6,649
742
$346K ﹤0.01%
2,403
-1,020
743
$344K ﹤0.01%
+18,583
744
$344K ﹤0.01%
9,000
-9,000
745
$343K ﹤0.01%
6,905
-2,172
746
$342K ﹤0.01%
+7,039
747
$342K ﹤0.01%
10,293
-1,151
748
$342K ﹤0.01%
5,291
-5,552
749
$342K ﹤0.01%
5,880
750
$342K ﹤0.01%
7,500
-8,126
28 29
30
31 32