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
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1102
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1103
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1104
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-238,033
1105
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1106
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-372,567
1107
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-7,521
1108
– –
-4,058,210
1109
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-7,305
1110
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-155,614
1111
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-7,208
1112
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-78,708
1113
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-10,778
1114
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-22,215
1115
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-3,130
1116
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-22,379
1117
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-11,000
1118
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-31,287
1119
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-5,235
1120
– –
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1121
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-483
1122
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-6,399
1123
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-42,960
1124
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-20,178
1125
– –
-38,541
43 44
45
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