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
1501
– –
-28,738
1502
– –
-3,554
1503
– –
-12,501
1504
– –
-10,806
1505
– –
-22,086
1506
– –
-14,350
1507
– –
-23,072
1508
– –
-48,835
1509
– –
-3,115
1510
– –
-29,412
1511
– –
-48,792
1512
– –
-14,878
1513
– –
-13,079
1514
– –
-38,977
1515
– –
-6,471
1516
– –
-7,245
1517
– –
-6,900
1518
– –
-12,500
1519
– –
-5,190
1520
– –
-56,807
1521
– –
-8,487
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