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
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$40.6M
3
+$34.5M
4
AIG icon
American International
AIG
+$27.4M
5
BNS icon
Scotiabank
BNS
+$20.5M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$21.7M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.53%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.64%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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-94,172
1053
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-150,887
1054
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-20,000
1055
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1056
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-10,093
1057
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-12,423
1058
$0 ﹤0.01%
11,200
+1,200
1059
– –
-5,570
1060
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-3,000
1061
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-21,030
1062
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-23,718
1063
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-11,600
1064
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-16,000
1065
– –
-1,482
1066
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-15,961
1067
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1068
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-49,107
1069
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-93,186
1070
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-71,119
1071
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-13,050
1072
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-13,758
1073
– –
-8,706
1074
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-7,962
1075
– –
-12,513
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