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
1451
– –
-1,706
1452
– –
-20,000
1453
– –
-10,091
1454
– –
-11,234
1455
– –
-600
1456
– –
-5,850
1457
– –
-47,000
1458
– –
-13,840
1459
– –
-24,261
1460
– –
-34,497
1461
– –
-6,260
1462
– –
-2,673
1463
– –
-17,397
1464
– –
-10,000
1465
– –
-500
1466
– –
-222,175
1467
– –
-10,982
1468
– –
-6,298
1469
– –
-44,073
1470
– –
-7,664
1471
– –
-6,237
1472
– –
-2,660
1473
– –
-4,762
1474
– –
-63,016
1475
– –
-10,000
57 58
59
60 61