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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$148M
2
+$122M
3
+$63.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$62.4M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$54.8M

Top Sells

1
+$93.3M
2
+$74.9M
3
+$42.4M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$31.8M
5
TRV icon
Travelers Companies
TRV
+$28.7M

Sector Composition

1 Technology 13.72%
2 Healthcare 11.25%
3 Financials 10.88%
4 Industrials 8.09%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-4,086
1102
– –
-11,909
1103
– –
-1,585
1104
– –
-402,641
1105
– –
-6,050
1106
– –
-12,512
1107
– –
-5,625
1108
– –
-9,594
1109
– –
-2,923
1110
– –
-27,948
1111
– –
-10,627
1112
– –
-27,675
1113
– –
-16,926
1114
– –
-11,927
1115
– –
-3,881
1116
– –
-11,826
1117
– –
-5,881
1118
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-8,177
1119
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-16,941
1120
– –
-10,519
1121
– –
-6,064
1122
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-17,336
1123
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-25,549
1124
– –
-192,681
1125
– –
-13,171
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