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
976
$131K ﹤0.01%
18,216
-1,143
977
$126K ﹤0.01%
439
-130
978
$126K ﹤0.01%
+16,000
979
$124K ﹤0.01%
11,952
-1,907
980
$123K ﹤0.01%
11,744
+1,058
981
$121K ﹤0.01%
+2,857
982
$119K ﹤0.01%
+66,000
983
$116K ﹤0.01%
4,710
-50
984
$115K ﹤0.01%
20,000
-36,992
985
$114K ﹤0.01%
1,773
-302
986
$112K ﹤0.01%
34,999
+6,250
987
$111K ﹤0.01%
+15,320
988
$111K ﹤0.01%
10,231
+231
989
$110K ﹤0.01%
1,301
-36
990
$108K ﹤0.01%
17,759
-909
991
$106K ﹤0.01%
4,917
992
$106K ﹤0.01%
10,355
-1,575
993
$105K ﹤0.01%
163
994
$102K ﹤0.01%
18,000
995
$102K ﹤0.01%
+21,000
996
$100K ﹤0.01%
+22,120
997
$97K ﹤0.01%
15,000
-15,329
998
$97K ﹤0.01%
+11,100
999
$97K ﹤0.01%
13,452
+1,617
1000
$95K ﹤0.01%
+5,358
38 39
40
41 42