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
776
$318K ﹤0.01%
4,402
-2,575
777
$317K ﹤0.01%
15,842
+3,266
778
$317K ﹤0.01%
10,000
-242
779
$317K ﹤0.01%
+15,393
780
$316K ﹤0.01%
+6,825
781
$312K ﹤0.01%
8,690
+790
782
$309K ﹤0.01%
5,850
-42
783
$308K ﹤0.01%
+7,776
784
$308K ﹤0.01%
6,130
-166
785
$307K ﹤0.01%
13,295
786
$306K ﹤0.01%
6,345
+1,455
787
$306K ﹤0.01%
19,327
+4,797
788
$306K ﹤0.01%
21,388
+3,500
789
$306K ﹤0.01%
9,075
-1,075
790
$305K ﹤0.01%
4,506
-9,157
791
$303K ﹤0.01%
2,424
-550
792
$302K ﹤0.01%
6,915
793
$302K ﹤0.01%
13,967
-5,915
794
$300K ﹤0.01%
13,400
795
$300K ﹤0.01%
+12,300
796
$300K ﹤0.01%
6,603
-9,754
797
$297K ﹤0.01%
14,991
-7,127
798
$295K ﹤0.01%
7,539
+2,034
799
$295K ﹤0.01%
7,170
-3,550
800
$295K ﹤0.01%
16,931
-1,056
30 31
32
33 34