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
851
$252K ﹤0.01%
+5,242
852
$251K ﹤0.01%
25,605
853
$251K ﹤0.01%
7,873
-627
854
$250K ﹤0.01%
+9,350
855
$249K ﹤0.01%
25,460
+2,999
856
$249K ﹤0.01%
+10,313
857
$247K ﹤0.01%
10,000
-466
858
$244K ﹤0.01%
4,298
+420
859
$244K ﹤0.01%
2,880
-480
860
$243K ﹤0.01%
+8,261
861
$243K ﹤0.01%
25,290
-1,742
862
$241K ﹤0.01%
4,707
-7,380
863
$241K ﹤0.01%
3,960
-440
864
$240K ﹤0.01%
1,521
+460
865
$240K ﹤0.01%
+6,778
866
$240K ﹤0.01%
14,922
+188
867
$240K ﹤0.01%
4,657
-1,538
868
$239K ﹤0.01%
1,957
-4,262
869
$239K ﹤0.01%
5,929
-569
870
$238K ﹤0.01%
5,754
-602
871
$238K ﹤0.01%
+19,001
872
$237K ﹤0.01%
+4,183
873
$237K ﹤0.01%
+22,216
874
$237K ﹤0.01%
+7,730
875
$236K ﹤0.01%
8,221
-489
33 34
35
36 37