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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.6M
3
+$36.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$33.1M
5
BAC icon
Bank of America
BAC
+$31.2M

Top Sells

1
+$65.9M
2
+$37.4M
3
+$16.8M
4
WMT icon
Walmart Inc
WMT
+$11.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.62M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$27K ﹤0.01%
1,102
1277
$21K ﹤0.01%
+8,775
1278
$17K ﹤0.01%
2,400
1279
$13K ﹤0.01%
1,000
1280
$9K ﹤0.01%
130
1281
$9K ﹤0.01%
1,000
1282
$7K ﹤0.01%
+21,300
1283
$1K ﹤0.01%
+378
1284
– –
-180,883
1285
– –
-17,558
1286
– –
-17,121
1287
– –
-101,073
1288
– –
-16,380
1289
– –
-5,247
1290
– –
-2,857
1291
– –
-7,007
1292
– –
-14,271
1293
– –
-8,086
1294
– –
-22,595
1295
– –
-6,482
1296
– –
-11,065
1297
– –
-10,885
1298
– –
-27,320
1299
– –
-1,236
1300
– –
-20,829
50 51
52
53 54