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
951
$170K ﹤0.01%
+26,352
952
$169K ﹤0.01%
1,920
953
$169K ﹤0.01%
10,025
-216
954
$168K ﹤0.01%
15,806
-1,160
955
$167K ﹤0.01%
16,331
-1,342
956
$165K ﹤0.01%
44,758
-22,060
957
$162K ﹤0.01%
+11,817
958
$161K ﹤0.01%
11,350
959
$159K ﹤0.01%
11,916
-413
960
$155K ﹤0.01%
+11,600
961
$154K ﹤0.01%
+12,000
962
$153K ﹤0.01%
+13,500
963
$147K ﹤0.01%
602
-5
964
$147K ﹤0.01%
5,940
-101
965
$147K ﹤0.01%
32,100
-1,600
966
$145K ﹤0.01%
11,420
+1,120
967
$141K ﹤0.01%
+16,060
968
$140K ﹤0.01%
14,224
-1,138
969
$139K ﹤0.01%
+22,890
970
$139K ﹤0.01%
+10,093
971
$138K ﹤0.01%
28,185
-154,641
972
$136K ﹤0.01%
3,675
973
$136K ﹤0.01%
+136,250
974
$136K ﹤0.01%
+10,327
975
$131K ﹤0.01%
16,000
37 38
39
40 41