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
1301
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1302
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-8,910
1303
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-21,873
1304
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-69,545
1305
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1306
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-7,089
1307
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-9,125
1308
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-12,119
1309
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-10,590
1310
$0 ﹤0.01%
10,000
1311
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-10,096
1312
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-5,025
1313
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-5,306
1314
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-7,543
1315
– –
-15,576
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