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
1076
– –
-17,786
1077
– –
-3,039
1078
– –
-10,803
1079
– –
-8,224
1080
– –
-66,949
1081
– –
-4,377
1082
– –
-14,842
1083
– –
-1,831
1084
– –
-7,367
1085
– –
-3,884
1086
– –
-9,735
1087
– –
-3,011
1088
– –
-500
1089
– –
-15,800
1090
– –
-5,584
1091
– –
-7,383
1092
– –
-18,453
1093
– –
-6,863
1094
– –
-13,360
1095
– –
-11,305
1096
– –
-5,784
1097
– –
-4,086
1098
– –
-11,909
1099
– –
-13,454
1100
– –
-6,201
42 43
44
45 46