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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
1076
– –
-25,041
1077
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-15,357
1078
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-17,166
1079
– –
-13,647
1080
– –
-2,440
1081
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-70,481
1082
– –
-5,020
1083
– –
-2,191,824
1084
– –
-26,220
1085
– –
-14,970
1086
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-46,416
1087
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-2,755
1088
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-154,704
1089
– –
-2,857
1090
– –
-27,925
1091
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-24,419
1092
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1093
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-15,000
1094
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1095
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-180
1096
– –
-12,607
1097
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-20,544
1098
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1099
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-31,794
1100
– –
-7,327
42 43
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