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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
1101
– –
-128,542
1102
– –
-3,432
1103
– –
-602,771
1104
– –
-120,323
1105
– –
-70,795
1106
– –
-5,400
1107
– –
-210,222
1108
– –
-3,414
1109
– –
-48,702
1110
– –
-238,033
1111
– –
-104,000
1112
– –
-19,373
1113
– –
-9,767
1114
– –
-372,567
1115
– –
-36,447
1116
– –
-6,811
1117
– –
-7,521
1118
– –
-4,058,210
1119
– –
-7,305
1120
– –
-155,614
1121
– –
-7,208
1122
– –
-78,708
1123
– –
-10,778
1124
– –
-22,215
1125
– –
-70,175
43 44
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