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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
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$99.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$49M

Top Sells

1
+$16.7M
2
+$8.17M
3
+$6.64M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.42M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$6.2M

Sector Composition

1 Technology 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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-5,906
1077
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-6,826
1078
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-5,258
1079
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-6,693
1080
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-3,487
1081
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-424
1082
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-36,880
1083
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-3,382
1084
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-3,575
1085
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-12,600
1086
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-505,766
1087
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-18,078
1088
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-30,601
1089
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-9,000
1090
– –
-135,057
1091
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-5,516
1092
$0 ﹤0.01%
+10,000
1093
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-1,687
1094
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-10,148
1095
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-3,674
1096
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-6,224
1097
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-8,596
1098
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-10,670
1099
– –
-31,784
1100
– –
-10,640
42 43
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