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
901
$224K ﹤0.01%
3,015
-4,029
902
$224K ﹤0.01%
+1,847
903
$223K ﹤0.01%
53,991
+14,236
904
$223K ﹤0.01%
+6,321
905
$223K ﹤0.01%
+5,770
906
$222K ﹤0.01%
+8,544
907
$222K ﹤0.01%
+6,270
908
$221K ﹤0.01%
2,020
+13
909
$221K ﹤0.01%
5,505
910
$220K ﹤0.01%
1,866
-222
911
$219K ﹤0.01%
4,867
-6,018
912
$217K ﹤0.01%
2,975
913
$215K ﹤0.01%
9,761
914
$214K ﹤0.01%
8,454
-86
915
$214K ﹤0.01%
+9,767
916
$213K ﹤0.01%
+6,273
917
$211K ﹤0.01%
+3,771
918
$211K ﹤0.01%
+2,043
919
$210K ﹤0.01%
+11,310
920
$210K ﹤0.01%
2,003
-512
921
$209K ﹤0.01%
+2,450
922
$209K ﹤0.01%
11,840
-1,614
923
$209K ﹤0.01%
2,179
-673
924
$208K ﹤0.01%
12,913
-24,421
925
$208K ﹤0.01%
1,890
+60
35 36
37
38 39