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
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
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
1126
– –
-7,305
1127
– –
-155,614
1128
– –
-7,208
1129
– –
-78,708
1130
– –
-10,778
1131
– –
-22,215
1132
– –
-7,564
1133
– –
-74,396
1134
– –
-6,826
1135
– –
-70,175
1136
– –
-18,172
1137
– –
-11,657
1138
– –
-3,130
1139
– –
-22,379
1140
– –
-11,000
1141
– –
-31,287
1142
– –
-5,235
1143
– –
-8,600
1144
– –
-7,060
1145
– –
-2,500
1146
– –
-8,333
1147
– –
-11,733
1148
– –
-275,026
1149
– –
-3,104
1150
– –
-483
44 45
46
47 48