We are live on ! Find out more
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
$19.2B
AUM Growth
+$938M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$30M
3
+$29.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.5M
5
MSFT icon
Microsoft
MSFT
+$26.8M

Top Sells

1
+$30.7M
2
+$30.3M
3
+$30.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$28.3M
5
OEF icon
iShares S&P 100 ETF
OEF
+$22.1M

Sector Composition

1 Technology 13.93%
2 Financials 9.14%
3 Healthcare 8.58%
4 Industrials 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-53,235
1427
– –
-8,564
1428
– –
-10,320
1429
– –
-103,005
1430
– –
-1,339
1431
– –
-15,000
1432
– –
-9,550
1433
– –
-12,500
1434
– –
-24,261
1435
– –
-34,497
1436
– –
-6,260
1437
– –
-10,299
1438
– –
-6,237
1439
– –
-2,660
1440
– –
-12,501
1441
– –
-10,806
1442
– –
-48,792
1443
– –
-38,977
1444
– –
-26,451
1445
– –
-5,353
1446
– –
-21,117
1447
– –
-17,106
1448
– –
-49,555
1449
– –
-15,104
1450
– –
-4,631
56 57
58
59 60