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
151
$11.2M 0.14%
105,771
+9,292
152
$11M 0.14%
405,759
-8,757
153
$10.9M 0.14%
1,533,416
+696,452
154
$10.9M 0.14%
141,665
-7,751
155
$10.9M 0.14%
337,552
+140,128
156
$10.6M 0.13%
153,714
+8,922
157
$10.6M 0.13%
493,648
+256
158
$10.3M 0.13%
174,407
-20,138
159
$10.2M 0.13%
391,222
-1,131,046
160
$10.2M 0.13%
34,937
+13,416
161
$10.1M 0.13%
353,787
+1,050
162
$9.93M 0.12%
+346,809
163
$9.54M 0.12%
335,614
-4,048
164
$9.45M 0.12%
114,904
+5,576
165
$9.41M 0.12%
195,329
-25,860
166
$9.23M 0.12%
102,415
-1,609
167
$9.22M 0.12%
93,540
-13,531
168
$9.08M 0.11%
145,875
-23,832
169
$8.93M 0.11%
71,304
+9,681
170
$8.88M 0.11%
75,199
-2,221
171
$8.86M 0.11%
72,440
-2,653
172
$8.83M 0.11%
87,375
-3,873
173
$8.52M 0.11%
297,162
+149,010
174
$8.51M 0.11%
165,458
+1,508
175
$8.48M 0.11%
111,040
-22,605
5 6
7
8 9