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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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$71M
3
+$58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$51.7M
5
VTV icon
Vanguard Value ETF
VTV
+$44.3M

Top Sells

1
+$270M
2
+$219M
3
+$167M
4
OEF icon
iShares S&P 100 ETF
OEF
+$121M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.67%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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-67,900
1302
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-12,583
1303
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-13,850
1304
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-17,585
1305
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-11,825
1306
– –
-19,590
1307
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-18,000
1308
– –
-9,382
1309
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-2,765
1310
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-7,127
1311
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-17,917
1312
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-6,924
1313
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-11,690
1314
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-8,612
1315
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-159,957
1316
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1317
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-5,017
1318
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-207,164
1319
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-338,334
1320
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1321
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-17,000
1322
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1323
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-19,500
1324
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-808
1325
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-9,351
51 52
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