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
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$55.4M
3
+$49.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$44.7M

Top Sells

1
+$157M
2
+$64.5M
3
+$50.9M
4
IEV icon
iShares Europe ETF
IEV
+$30M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.6M

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
1376
– –
-3,483
1377
– –
-14,432
1378
– –
-13,066
1379
– –
-90,407
1380
– –
-3,887
1381
– –
-44,868
1382
– –
-15,542
1383
– –
-63,691
1384
– –
-6,500
1385
– –
-3,243
1386
– –
-10,252
1387
– –
-17,238
1388
– –
-10,064
1389
– –
-25,487
1390
– –
-3,706
1391
– –
-8,391
1392
– –
-31,510
1393
– –
-3,643
1394
– –
-15,904
1395
– –
-10,141
1396
– –
-10,000
1397
– –
-5,949
1398
– –
-13,168
1399
– –
-2,400
1400
– –
-115,137
53 54 55
56
57