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
1376
– –
-2,752
1377
– –
-11,030
1378
– –
-20,203
1379
– –
-1,720
52 53 54 55
56