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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
1126
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-18,172
1127
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-11,657
1128
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1129
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-22,379
1130
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1131
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-31,287
1132
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1133
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-11,733
1134
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-275,026
1135
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-3,104
1136
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-483
1137
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-6,399
1138
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-89,780
1139
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-17,843
1140
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-2,560
1141
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-42,960
1142
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1143
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1144
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1145
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1146
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1147
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1148
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1149
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1150
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-15,914
44 45
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