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
$17.7B
AUM Growth
-$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$54.1M
3
+$52.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$39.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35M

Top Sells

1
+$111M
2
+$73.1M
3
+$53.5M
4
BA icon
Boeing
BA
+$37.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$37M

Sector Composition

1 Technology 16.71%
2 Healthcare 10.13%
3 Financials 8.77%
4 Consumer Discretionary 6.11%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$30K ﹤0.01%
11,806
+1,335
1402
$29K ﹤0.01%
20,106
1403
$23K ﹤0.01%
10,869
-39,133
1404
$17K ﹤0.01%
2,505
1405
– –
0
1406
$15K ﹤0.01%
13,937
-56,957
1407
$11K ﹤0.01%
17,230
1408
$10K ﹤0.01%
106
-1
1409
$9K ﹤0.01%
1,225
-1
1410
$8K ﹤0.01%
+571
1411
$7K ﹤0.01%
732
1412
$5K ﹤0.01%
50
1413
$4K ﹤0.01%
333
1414
$3K ﹤0.01%
+1,145
1415
$2K ﹤0.01%
10,510
-1,020
1416
$2K ﹤0.01%
506
1417
$2K ﹤0.01%
1,000
-2,900
1418
– –
-131,957
1419
– –
-9,048
1420
– –
-32,670
1421
– –
-8,328
1422
– –
-7,097
1423
– –
-8,253
1424
– –
-1,756
1425
– –
-4,661
55 56
57
58 59