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
1526
– –
-9,781
1527
– –
-30,442
1528
– –
-70,000
1529
– –
-18,246
1530
– –
-11,676
1531
– –
-99,187
1532
– –
-6,776
1533
– –
-14,792
1534
– –
-11,875
1535
– –
-14,584
1536
– –
-77,897
1537
– –
-61,056
1538
– –
-250
1539
– –
-14,781
1540
– –
-2,061
58 59 60 61
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