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
201
$6.84M 0.09%
150,909
+12,329
202
$6.48M 0.08%
101,002
-78
203
$6.4M 0.08%
142,817
-177,339
204
$6.39M 0.08%
227,769
-380
205
$6.35M 0.08%
126,816
-6,225
206
$6.33M 0.08%
231,749
+153
207
$6.31M 0.08%
330,730
-43,666
208
$6.3M 0.08%
77,834
-29,898
209
$6.16M 0.08%
254,769
-41,699
210
$6.15M 0.08%
62,325
-19,100
211
$6.06M 0.08%
+183,241
212
$6.03M 0.08%
+242,078
213
$6.01M 0.08%
43,254
-4,894
214
$6.01M 0.08%
207,344
-48,825
215
$5.96M 0.07%
156,912
+78,614
216
$5.96M 0.07%
74,141
-3,506
217
$5.83M 0.07%
230,948
+30,859
218
$5.81M 0.07%
96,701
-2,547
219
$5.79M 0.07%
49,601
+6,916
220
$5.77M 0.07%
28,128
-1,231
221
$5.66M 0.07%
+186,334
222
$5.58M 0.07%
5,178
+1,283
223
$5.46M 0.07%
50,558
+1,646
224
$5.45M 0.07%
90,080
-11,325
225
$5.3M 0.07%
+306,608
7 8
9
10 11