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
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

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
– –
-22,966
1502
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-7,359
1503
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1504
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1505
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-37,500
1506
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-404
1507
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-3,653
1508
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-8,061
1509
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-28,510
1510
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-8,940
1511
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-18,200
1512
– –
-2,805
1513
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-18,632
1514
– –
-15,329
1515
– –
-10,970
1516
– –
-6,901
1517
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-3,259
1518
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-29,394
1519
– –
-13,076
1520
– –
-103,554
1521
– –
-1,101
1522
– –
-1,465
1523
– –
-35,006
1524
– –
-12,020
1525
– –
-11,095
59 60
61
62 63