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
926
$207K ﹤0.01%
+11,696
927
$206K ﹤0.01%
+2,602
928
$206K ﹤0.01%
5,538
-942
929
$206K ﹤0.01%
8,553
-5,663
930
$206K ﹤0.01%
130,373
931
$205K ﹤0.01%
+7,305
932
$204K ﹤0.01%
7,402
+604
933
$204K ﹤0.01%
6,022
-8,954
934
$204K ﹤0.01%
15,856
935
$203K ﹤0.01%
+4,650
936
$202K ﹤0.01%
+3,747
937
$202K ﹤0.01%
+9,725
938
$201K ﹤0.01%
1,125
-109
939
$200K ﹤0.01%
+4,349
940
$200K ﹤0.01%
4,391
+285
941
$200K ﹤0.01%
103,324
+13,074
942
$197K ﹤0.01%
+13,758
943
$196K ﹤0.01%
12,590
-5,700
944
$195K ﹤0.01%
15,000
945
$194K ﹤0.01%
+4,905
946
$191K ﹤0.01%
11,177
947
$190K ﹤0.01%
+13,170
948
$183K ﹤0.01%
+18,172
949
$180K ﹤0.01%
+2,181
950
$177K ﹤0.01%
10,422
-849
36 37
38
39 40