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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
$18.3B
AUM Growth
-$922M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,506
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$8.69M
3
+$8.38M
4
ZBRA icon
Zebra Technologies
ZBRA
+$6.46M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.13M

Top Sells

1
+$141M
2
+$125M
3
+$114M
4
OEF icon
iShares S&P 100 ETF
OEF
+$77.8M
5
META icon
Meta Platforms (Facebook)
META
+$67M

Sector Composition

1 Technology 13.62%
2 Healthcare 8.86%
3 Financials 8.74%
4 Industrials 6.19%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-26,449
1402
– –
-23,505
1403
– –
-1,896
1404
– –
-22,563
1405
– –
-14,204
1406
– –
-154,894
1407
– –
-41,250
1408
– –
-10,733
1409
– –
-20,185
1410
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-4,635
1411
– –
-6,747
1412
– –
-15,640
1413
– –
-4,120
1414
– –
-21,344
1415
– –
-183,750
1416
– –
-6,065
1417
– –
-4,143
1418
– –
-11,452
1419
– –
-2,600
1420
– –
-40,000
1421
– –
-14,900
1422
– –
-33,096
1423
– –
-2,843
1424
– –
-3,212
1425
– –
-16,332
55 56
57
58 59