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
1301
– –
-4,489
1302
– –
-2,257
1303
– –
-197
1304
– –
-10,124
1305
– –
-31
1306
– –
-20,000
1307
– –
-75,807
1308
– –
-4,077
1309
– –
-5,553
1310
– –
-12,308
1311
– –
-10,425
1312
– –
-5,647
1313
– –
-2,025
1314
– –
-19,579
1315
– –
-3,942
1316
– –
-4,097
1317
– –
-8,300
1318
– –
-3,675
1319
– –
-4,179
1320
– –
-19,762
1321
– –
-2,207
1322
– –
-20,012
1323
– –
-7,390
1324
– –
-4,816
1325
– –
-1,373
50 51 52
53
54