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
1451
– –
-15,744
1452
– –
-14,626
1453
– –
-63,500
1454
– –
-134,840
1455
– –
-4,120
1456
– –
-21,344
1457
– –
-183,750
1458
– –
-8,963
1459
– –
-36,545
1460
– –
-6,065
1461
– –
-14,543
1462
– –
-34,848
1463
– –
-19
1464
– –
-1,822
1465
– –
-14,621
1466
– –
-16,257
1467
– –
-8,161
1468
– –
-33,898
1469
– –
0
1470
– –
-112,612
1471
– –
-4,143
1472
– –
-2,348
1473
– –
-15,700
1474
– –
-11,228
1475
– –
-11,452
57 58
59
60 61