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
801
$294K ﹤0.01%
477,840
-70,680
802
$293K ﹤0.01%
+17,070
803
$290K ﹤0.01%
9,413
-300
804
$289K ﹤0.01%
7,220
-10
805
$289K ﹤0.01%
+3,401
806
$288K ﹤0.01%
11,650
-11,968
807
$288K ﹤0.01%
2,315
-1,197
808
$287K ﹤0.01%
+19,889
809
$285K ﹤0.01%
7,480
810
$285K ﹤0.01%
13,765
+1,070
811
$284K ﹤0.01%
5,766
+1,809
812
$284K ﹤0.01%
7,968
-717
813
$282K ﹤0.01%
22,476
-5,406
814
$282K ﹤0.01%
2,901
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815
$280K ﹤0.01%
3,824
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816
$279K ﹤0.01%
6,296
-2,160
817
$279K ﹤0.01%
9,630
+331
818
$278K ﹤0.01%
2,688
-1,334
819
$276K ﹤0.01%
4,496
-914
820
$276K ﹤0.01%
+3,822
821
$275K ﹤0.01%
6,132
-4,455
822
$275K ﹤0.01%
3,317
-8,012
823
$274K ﹤0.01%
3,813
+458
824
$274K ﹤0.01%
4,301
+356
825
$271K ﹤0.01%
42,690
-4,736
31 32
33
34 35