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
176
$8.48M 0.11%
102,037
+2,445
177
$8.46M 0.11%
93,864
-34,065
178
$8.45M 0.11%
215,835
-34,413
179
$8.34M 0.1%
188,841
+1,151
180
$8.3M 0.1%
123,432
-11,363
181
$8.14M 0.1%
376,665
-100,908
182
$8.02M 0.1%
309,915
+291,720
183
$8.01M 0.1%
402,925
-6,030
184
$8.01M 0.1%
191,277
-24,110
185
$7.99M 0.1%
+400,000
186
$7.9M 0.1%
26,559
-491
187
$7.86M 0.1%
115,318
-239
188
$7.83M 0.1%
243,680
-65,089
189
$7.78M 0.1%
206,511
-146,639
190
$7.68M 0.1%
463,000
+43,360
191
$7.66M 0.1%
1,172,010
-300,730
192
$7.52M 0.09%
1,500,056
-293,158
193
$7.45M 0.09%
117,374
-1,331
194
$7.37M 0.09%
81,634
-24,997
195
$7.33M 0.09%
249,959
-4,372
196
$7.23M 0.09%
202,430
-12,822
197
$7.23M 0.09%
110,569
-26,613
198
$7.02M 0.09%
72,512
-1,650
199
$7.02M 0.09%
431,641
+36,343
200
$6.96M 0.09%
82,862
-6,677
6 7
8
9 10