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
$9.75B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$118M
3
+$111M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$84.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$77M

Top Sells

1
+$73.7M
2
+$27.5M
3
+$16.8M
4
ETP
Energy Transfer Partners L.p.
ETP
+$16.6M
5
C icon
Citigroup
C
+$16M

Sector Composition

1 Technology 11.98%
2 Healthcare 10.85%
3 Financials 10.49%
4 Communication Services 8.64%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-11,200
1127
– –
-10,422
1128
– –
-4
1129
– –
-9,900
1130
– –
-3,726
1131
– –
-25,000
1132
– –
-126,816
1133
– –
-3,960
1134
– –
-68,816
1135
– –
-20,000
1136
– –
-201,927
1137
– –
-13,052
1138
– –
-12,725
1139
– –
-3,747
1140
– –
-10,313
1141
– –
-7,480
1142
– –
-11,000
1143
– –
-4,183
1144
– –
-15,000
1145
– –
-15,000
1146
– –
-35,444
1147
– –
-11,931
1148
– –
-37,450
1149
– –
-8,454
1150
– –
-6,273
44 45
46
47 48