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
$17.7B
AUM Growth
-$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$54.1M
3
+$52.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$39.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35M

Top Sells

1
+$111M
2
+$73.1M
3
+$53.5M
4
BA icon
Boeing
BA
+$37.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$37M

Sector Composition

1 Technology 16.71%
2 Healthcare 10.13%
3 Financials 8.77%
4 Consumer Discretionary 6.11%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-11,772
1502
– –
-18,030
1503
– –
-7,249
1504
– –
-6,500
1505
– –
-39,603
1506
– –
-10,019
1507
– –
-6,257
1508
– –
-12,350
1509
– –
-83,375
1510
– –
-2,824
1511
– –
-10,339
1512
– –
-1,173
1513
– –
-32,397
1514
– –
-9,751
1515
– –
-5,056
1516
– –
-8,379
1517
– –
-9,369
1518
– –
-1,583
1519
– –
-2,279
1520
– –
-6,562
1521
– –
-23,096
1522
– –
-53,201
1523
– –
-16,316
1524
– –
-4,500
1525
– –
-5,612
59 60
61
62 63