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
1076
$39K ﹤0.01%
+550
1077
$39K ﹤0.01%
15,307
-450
1078
$33K ﹤0.01%
15,683
-285,183
1079
$28K ﹤0.01%
+16,900
1080
$26K ﹤0.01%
1,325
1081
$24K ﹤0.01%
25,000
+15,000
1082
$23K ﹤0.01%
+10,567
1083
$22K ﹤0.01%
10,072
-2,300
1084
$21K ﹤0.01%
+20,000
1085
$21K ﹤0.01%
11,368
+475
1086
$15K ﹤0.01%
500
1087
$13K ﹤0.01%
4
1088
$11K ﹤0.01%
1,000
1089
$2K ﹤0.01%
+28,634
1090
– –
-6,280
1091
– –
-4,525
1092
– –
-12,690
1093
– –
-54,011
1094
– –
-29,926
1095
– –
-7,363
1096
– –
-13,717
1097
– –
-180
1098
– –
-12,382
1099
– –
-43,650
1100
– –
-28,476
42 43
44
45 46