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
876
$236K ﹤0.01%
7,499
-2,363
877
$236K ﹤0.01%
3,054
-4,217
878
$236K ﹤0.01%
4,762
+181
879
$235K ﹤0.01%
6,828
-1,472
880
$235K ﹤0.01%
17,543
-18,047
881
$234K ﹤0.01%
2,675
-3,612
882
$234K ﹤0.01%
+5,769
883
$233K ﹤0.01%
9,453
-2,213
884
$233K ﹤0.01%
5,920
-230
885
$233K ﹤0.01%
+7,275
886
$233K ﹤0.01%
4,140
-346
887
$231K ﹤0.01%
8,735
-623
888
$231K ﹤0.01%
10,149
-4,529
889
$230K ﹤0.01%
5,500
+256
890
$230K ﹤0.01%
+10,983
891
$230K ﹤0.01%
6,336
-1,219
892
$230K ﹤0.01%
+37,536
893
$230K ﹤0.01%
37,566
-284
894
$229K ﹤0.01%
3,625
-4,044
895
$228K ﹤0.01%
8,755
-195
896
$228K ﹤0.01%
+3,622
897
$226K ﹤0.01%
1,496
-1,618
898
$226K ﹤0.01%
3,536
+39
899
$225K ﹤0.01%
5,805
-571
900
$224K ﹤0.01%
+17,700
34 35
36
37 38