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
1001
$92K ﹤0.01%
1,000
-8
1002
$91K ﹤0.01%
+2,230
1003
$86K ﹤0.01%
+10,135
1004
$81K ﹤0.01%
+11,000
1005
$80K ﹤0.01%
10,277
-15
1006
$79K ﹤0.01%
24,313
-192,345
1007
$75K ﹤0.01%
+11,931
1008
$75K ﹤0.01%
+9,900
1009
$70K ﹤0.01%
1,825
+500
1010
$68K ﹤0.01%
+15,000
1011
$68K ﹤0.01%
+2,500
1012
$67K ﹤0.01%
11,349
-446
1013
$64K ﹤0.01%
+12,000
1014
$62K ﹤0.01%
137
+26
1015
$62K ﹤0.01%
20,000
-102
1016
$60K ﹤0.01%
13,052
-15,743
1017
$60K ﹤0.01%
+11,445
1018
$60K ﹤0.01%
+2,000
1019
$57K ﹤0.01%
10,000
1020
$54K ﹤0.01%
12,500
-900
1021
$52K ﹤0.01%
59,924
1022
$51K ﹤0.01%
+1,890
1023
$50K ﹤0.01%
12,951
-3,887
1024
$49K ﹤0.01%
1,100
-47
1025
$48K ﹤0.01%
+1,518
39 40
41
42 43