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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
$22B
AUM Growth
+$2.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$49.9M
3
+$37.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.7M

Top Sells

1
+$19.4M
2
+$18.2M
3
+$11.6M
4
CG icon
Carlyle Group
CG
+$11.1M
5
UNH icon
UnitedHealth
UNH
+$9.3M

Sector Composition

1 Technology 14.83%
2 Financials 9.57%
3 Healthcare 8.91%
4 Industrials 6.11%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-11,599
1502
– –
-1,672
1503
– –
-50,000
1504
– –
-380
1505
– –
-8,051
1506
– –
-28,866
1507
– –
-4,228
1508
– –
-2,899
1509
– –
-12,484
1510
– –
-5,656
1511
– –
-10,000
1512
– –
-12,166
1513
– –
-483
1514
– –
-93,175
1515
– –
-12,465
1516
– –
-1,250
1517
– –
-36,431
1518
– –
-3,865
1519
– –
-33,420
1520
– –
-10,698
1521
– –
-12,805
1522
– –
-12,077
1523
– –
-7,928
1524
– –
-89,447
1525
– –
-12,001
58 59 60
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