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
751
$341K ﹤0.01%
3,363
-12,998
752
$340K ﹤0.01%
11,000
-190
753
$340K ﹤0.01%
7,780
-1,570
754
$339K ﹤0.01%
13,916
-815
755
$339K ﹤0.01%
11,882
-34,451
756
$339K ﹤0.01%
22,009
-3,152
757
$339K ﹤0.01%
+7,080
758
$338K ﹤0.01%
4,915
+788
759
$338K ﹤0.01%
+4,480
760
$336K ﹤0.01%
4,835
-5,066
761
$334K ﹤0.01%
+2,430
762
$332K ﹤0.01%
18,702
+3,276
763
$331K ﹤0.01%
8,653
+1,380
764
$331K ﹤0.01%
22,774
-1,006
765
$329K ﹤0.01%
3,040
-492
766
$329K ﹤0.01%
8,220
-214
767
$324K ﹤0.01%
+23,718
768
$323K ﹤0.01%
9,165
-152
769
$323K ﹤0.01%
10,796
-5,514
770
$323K ﹤0.01%
+21,583
771
$323K ﹤0.01%
3,835
-2,515
772
$323K ﹤0.01%
21,435
773
$320K ﹤0.01%
5,229
+7
774
$320K ﹤0.01%
6,513
+498
775
$319K ﹤0.01%
14,844
-9,316
29 30
31
32 33