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
126
$15.2M 0.19%
396,725
+17,760
127
$15.1M 0.19%
268,193
+283
128
$14.8M 0.19%
475,960
-3,035,460
129
$14.1M 0.18%
120,040
+316
130
$13.9M 0.18%
256,416
-32,432
131
$13.9M 0.18%
318,368
+9,104
132
$13.8M 0.17%
241,826
+38,195
133
$13.8M 0.17%
263,384
-1,262
134
$13.7M 0.17%
160,863
-28,544
135
$13.6M 0.17%
559,332
+2,788
136
$13.6M 0.17%
285,895
+1,439
137
$13.4M 0.17%
133,157
-23,627
138
$13.1M 0.16%
325,939
-63,637
139
$13.1M 0.16%
245,112
+24,894
140
$13.1M 0.16%
262,185
-2,834
141
$12.9M 0.16%
1,429,978
-105,183
142
$12.7M 0.16%
221,464
-11,136
143
$12.6M 0.16%
97,502
-6,384
144
$12.5M 0.16%
161,927
+9,886
145
$12.3M 0.15%
241,002
-22,356
146
$12.2M 0.15%
75,700
147
$11.7M 0.15%
81,450
+4,253
148
$11.6M 0.15%
313,875
+21,909
149
$11.6M 0.15%
201,927
+1,812
150
$11.3M 0.14%
299,073
-8,257
4 5
6
7 8