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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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$19.7M
3
+$18.6M
4
DIS icon
Walt Disney
DIS
+$17.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.5M

Top Sells

1
+$35.9M
2
+$30.1M
3
+$29.4M
4
AMLP icon
Alerian MLP ETF
AMLP
+$26.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$25.7M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-29,394
1502
– –
-13,076
1503
– –
-103,554
1504
– –
-1,101
1505
– –
-1,465
1506
– –
-35,006
1507
– –
-12,020
1508
– –
-11,095
1509
– –
-34,498
1510
– –
-6,726
1511
– –
-5,846
1512
– –
-17,585
1513
– –
-13,704
1514
– –
-168,584
1515
– –
-29,810
1516
– –
-11,477
1517
– –
-11,840
1518
– –
-49,805
1519
– –
-8,051
1520
– –
-68,043
1521
– –
-10,439
1522
– –
-20,050
1523
– –
-41,735
1524
– –
-11,443
1525
– –
-90,080
59 60
61
62 63