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
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$23M
3
+$20.2M
4
EFX icon
Equifax
EFX
+$18M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17.7M

Top Sells

1
+$26.2M
2
+$21.3M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.6M
5
AMLP icon
Alerian MLP ETF
AMLP
+$11M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$35K ﹤0.01%
500
1227
$31K ﹤0.01%
738
1228
$31K ﹤0.01%
15,357
1229
$26K ﹤0.01%
+2,400
1230
$26K ﹤0.01%
1,102
1231
$20K ﹤0.01%
2,857
-1,714
1232
$19K ﹤0.01%
130
-170
1233
$15K ﹤0.01%
15,060
1234
$12K ﹤0.01%
1,000
1235
– –
0
1236
$8K ﹤0.01%
30,500
1237
$6K ﹤0.01%
1,000
1238
– –
-11,629
1239
– –
-20,000
1240
– –
-10,185
1241
– –
-4,281
1242
– –
-73,200
1243
– –
-1,070
1244
– –
-13,144
1245
– –
-7,042
1246
– –
-33,990
1247
– –
-2,010
1248
– –
-6,604
1249
– –
-6,711
1250
– –
-336,320
48 49
50
51 52