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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
– –
-7,564
1052
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-74,396
1053
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-6,826
1054
– –
-8,600
1055
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-7,060
1056
– –
-2,500
1057
– –
-8,333
1058
– –
-8,919
1059
– –
-34,000
1060
– –
-7,887
1061
– –
-3,370
1062
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-12,300
1063
– –
-3,038
1064
– –
-13,034
1065
– –
-12,423
1066
– –
-11,600
1067
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-8,706
1068
– –
-7,962
1069
– –
-17,099
1070
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-16,883
1071
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-1,445
1072
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-7,800
1073
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-417
1074
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-59,787
1075
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-2,000
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