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
826
$269K ﹤0.01%
7,695
+106
827
$269K ﹤0.01%
2,769
-3,906
828
$268K ﹤0.01%
3,726
-2,417
829
$266K ﹤0.01%
8,147
-713
830
$266K ﹤0.01%
6,643
-736
831
$265K ﹤0.01%
5,298
-1,510
832
$265K ﹤0.01%
9,152
-5,895
833
$265K ﹤0.01%
3,978
+19
834
$264K ﹤0.01%
19,615
-6,105
835
$264K ﹤0.01%
5,874
-1,558
836
$263K ﹤0.01%
10,403
+720
837
$263K ﹤0.01%
17,797
-434
838
$263K ﹤0.01%
16,960
-45,585
839
$262K ﹤0.01%
5,465
840
$262K ﹤0.01%
8,210
+1,070
841
$260K ﹤0.01%
450
-295
842
$260K ﹤0.01%
5,032
-13
843
$260K ﹤0.01%
3,667
-657
844
$259K ﹤0.01%
+15,000
845
$259K ﹤0.01%
4,961
-1,442
846
$257K ﹤0.01%
5,073
-121
847
$256K ﹤0.01%
32,273
-1,966
848
$254K ﹤0.01%
8,168
-7,644
849
$253K ﹤0.01%
7,392
+75
850
$253K ﹤0.01%
+4,773
32 33
34
35 36