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
76
$31M 0.39%
463,189
-28,499
77
$30.7M 0.39%
348,927
+19,958
78
$30.1M 0.38%
215,753
+3,240
79
$29.7M 0.37%
804,051
-6,840
80
$28.7M 0.36%
477,846
-6,672
81
$28M 0.35%
266,095
+11,601
82
$27.8M 0.35%
670,898
+81,100
83
$27.7M 0.35%
713,036
+82,600
84
$27.1M 0.34%
689,080
-36,244
85
$26.8M 0.34%
369,369
+34,534
86
$26.7M 0.34%
566,295
+92,055
87
$26.6M 0.33%
366,315
+29,680
88
$26.2M 0.33%
412,116
-1,716
89
$25.9M 0.33%
1,012,620
-84,820
90
$25.8M 0.32%
222,717
-245
91
$25M 0.31%
2,001,540
+143,650
92
$24.7M 0.31%
392,788
+492
93
$24M 0.3%
997,683
-70,527
94
$23.9M 0.3%
324,999
-30,258
95
$23.9M 0.3%
660,678
-49,878
96
$23.5M 0.3%
356,293
-42,044
97
$23.5M 0.29%
315,904
+2,995
98
$23M 0.29%
729,289
+11,348
99
$23M 0.29%
232,555
-4,180
100
$22.1M 0.28%
320,198
+60,224
2 3
4
5 6