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
– –
-12,805
1527
– –
-7,928
1528
– –
-76,260
1529
– –
-89,447
1530
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-12,001
1531
– –
-19,124
1532
– –
-10,598
1533
– –
-7,747
1534
– –
-14,441
1535
– –
-61,056
1536
– –
-12,163
1537
– –
-195,273
1538
– –
-250
1539
– –
-14,781
1540
– –
-2,061
58 59 60 61
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