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
726
$473K 0.01%
+3,461
727
$473K 0.01%
14,687
+4,601
728
$472K 0.01%
5,041
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729
$468K 0.01%
18,194
-6,080
730
$467K 0.01%
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731
$467K 0.01%
6,595
732
$466K 0.01%
5,699
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733
$464K 0.01%
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734
$464K 0.01%
81,771
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735
$464K 0.01%
119
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736
$462K 0.01%
8,332
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737
$462K 0.01%
11,510
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738
$459K 0.01%
+9,293
739
$458K 0.01%
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740
$454K 0.01%
10,062
741
$453K 0.01%
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742
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744
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745
$450K 0.01%
16,750
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746
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7,616
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747
$448K 0.01%
9,496
+3,100
748
$448K 0.01%
9,846
749
$448K 0.01%
5,434
+510
750
$448K 0.01%
5,510
-46
28 29
30
31 32