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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$31.9M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20.4M
5
C icon
Citigroup
C
+$20M

Top Sells

1
+$58.6M
2
+$21.9M
3
+$20.9M
4
WFC icon
Wells Fargo
WFC
+$20.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.7M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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1302
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1303
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1305
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$0 ﹤0.01%
10,000
-1,200
1307
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1308
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1309
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-11,699
1310
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-5,795
1311
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1312
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-1,760
1313
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1314
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1315
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1316
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1317
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1318
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1319
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1320
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-190,527
1321
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-170,958
1322
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-14,084
1323
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1324
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-45,525
1325
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-26,864
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