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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
1151
– –
-11,445
1152
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-55,823
1153
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-11,118
1154
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-29,298
1155
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-20,614
1156
– –
-3,414
1157
– –
-188,649
1158
– –
-10,800
1159
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-28,102
1160
– –
-1,335
1161
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-550
1162
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-10,376
1163
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-152,066
1164
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-3,438
1165
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-94,172
1166
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-150,887
1167
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1168
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-43,032
1169
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-51,708
1170
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-20,000
1171
– –
-55,356
1172
– –
-10,093
1173
$0 ﹤0.01%
11,200
+1,200
1174
– –
-5,570
1175
– –
-3,000
45 46
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48 49