JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.5B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.4M 0.02%
318,026
+26,307
427
$10.4M 0.02%
88,989
+3,908
428
$10.3M 0.02%
175,802
+22,481
429
$10.3M 0.02%
210,007
-10,346
430
$10.2M 0.02%
75,921
-3,318
431
$10.2M 0.02%
26,625
-1,761
432
$10.1M 0.02%
49,972
+1,912
433
$10.1M 0.02%
15,092
-185
434
$10M 0.02%
276,366
-28,582
435
$10M 0.02%
376,450
-80,129
436
$9.87M 0.02%
124,881
-44
437
$9.86M 0.02%
390,160
+19,225
438
$9.8M 0.02%
171,421
+98,088
439
$9.78M 0.02%
156,461
-35,786
440
$9.72M 0.02%
39,952
+103
441
$9.68M 0.02%
55,537
-21,098
442
$9.68M 0.02%
456,759
+66,464
443
$9.65M 0.02%
105,111
-424,258
444
$9.65M 0.02%
267,965
+17,430
445
$9.62M 0.02%
244,332
+8,831
446
$9.53M 0.02%
113,745
+3,309
447
$9.52M 0.02%
176,534
+19,809
448
$9.49M 0.02%
142,737
+15,389
449
$9.35M 0.02%
315,663
+137,600
450
$9.33M 0.02%
495,300
+60,810
16 17
18
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