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
101
$22M 0.28%
841,468
+27,947
102
$22M 0.28%
577,334
-72,487
103
$21.4M 0.27%
185,111
-8,362
104
$21M 0.26%
316,696
-327
105
$20.7M 0.26%
260,543
-23,198
106
$20.6M 0.26%
370,676
-1,451
107
$20.6M 0.26%
118,532
+2,865
108
$20.5M 0.26%
294,463
-12,639
109
$19.9M 0.25%
458,803
-3,153
110
$19.8M 0.25%
72,752
-2,259
111
$19.5M 0.24%
360,603
+13,363
112
$19.3M 0.24%
175,700
-545
113
$19M 0.24%
263,732
-12,496
114
$18.6M 0.23%
250,935
-40,084
115
$18M 0.23%
249,433
-9,626
116
$17.4M 0.22%
251,136
+12,172
117
$17M 0.21%
355,419
-57,282
118
$16.9M 0.21%
784,486
-2,436
119
$16.8M 0.21%
+578,900
120
$16.7M 0.21%
416,092
-90,347
121
$16.6M 0.21%
+403,226
122
$16.4M 0.21%
184,297
-5,749
123
$15.7M 0.2%
91,741
+12,509
124
$15.4M 0.19%
323,415
+76,222
125
$15.3M 0.19%
264,918
-14
3 4
5
6 7