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
1026
$47K ﹤0.01%
12,725
-11,590
1027
$46K ﹤0.01%
195
1028
$45K ﹤0.01%
12,900
-700
1029
$45K ﹤0.01%
+17,234
1030
$44K ﹤0.01%
+644
1031
$43K ﹤0.01%
20,000
1032
$43K ﹤0.01%
+131,250
1033
$43K ﹤0.01%
18,800
-2,579
1034
$41K ﹤0.01%
1,583
+263
1035
$40K ﹤0.01%
+15,307
1036
$36K ﹤0.01%
+15,000
1037
$35K ﹤0.01%
+15,357
1038
$30K ﹤0.01%
+87,972
1039
$24K ﹤0.01%
+10,000
1040
$23K ﹤0.01%
+16,400
1041
$20K ﹤0.01%
+180
1042
$19K ﹤0.01%
+3,438
1043
$19K ﹤0.01%
+3,221
1044
$18K ﹤0.01%
25,000
1045
$16K ﹤0.01%
57
+28
1046
$14K ﹤0.01%
4
1047
$12K ﹤0.01%
+1
1048
$8K ﹤0.01%
+67
1049
$8K ﹤0.01%
+550
1050
$7K ﹤0.01%
+10,010
40 41
42
43 44