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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.3M
3
+$24.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$23.5M
5
BNS icon
Scotiabank
BNS
+$22.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$15M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$14.9M
5
VLO icon
Valero Energy
VLO
+$13.2M

Sector Composition

1 Technology 12.66%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.21%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$748K 0.01%
5,954
+2,443
602
$747K 0.01%
51,708
603
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4,137
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6,192
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8,162
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607
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16,825
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608
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39,852
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613
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614
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22,575
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49,800
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90,064
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623
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+16,558
624
$673K 0.01%
14,205
-345
625
$670K 0.01%
8,294
+1,437
23 24
25
26 27