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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
$12.9B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$53.8M
3
+$47.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$44.1M
5
ANET icon
Arista Networks
ANET
+$41.6M

Top Sells

1
+$147M
2
+$62.9M
3
+$50.5M
4
IEV icon
iShares Europe ETF
IEV
+$28.9M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.3M

Sector Composition

1 Technology 12.17%
2 Financials 10.56%
3 Healthcare 9.95%
4 Industrials 7.36%
5 Consumer Staples 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$24K ﹤0.01%
+3,037
1327
$11K ﹤0.01%
+15,307
1328
$7K ﹤0.01%
1,000
1329
– –
-5,276
1330
– –
-4,752
1331
– –
-2,448
1332
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-10,861
1333
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-8,015
1334
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-7,098
1335
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-8,394
1336
– –
-3,611
1337
– –
-8,095
1338
– –
-253,398
1339
– –
-4,198
1340
– –
-4,490
1341
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-5,949
1342
– –
-9,444
1343
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-13,168
1344
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-2,400
1345
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-115,137
1346
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-9,674
1347
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-3,889
1348
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-6,850
1349
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-11,641
1350
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-9,712
52 53
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