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
$20.5B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$189M
3
+$185M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$141M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$139M

Top Sells

1
+$66.5M
2
+$59M
3
+$53.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$50.6M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$34.8M

Sector Composition

1 Technology 12.65%
2 Financials 9.44%
3 Healthcare 8.61%
4 Industrials 5.4%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$33K ﹤0.01%
+625
1552
$33K ﹤0.01%
15,357
1553
$31K ﹤0.01%
12,211
1554
$28K ﹤0.01%
600
1555
$24K ﹤0.01%
11,600
1556
$18K ﹤0.01%
+410,643
1557
$18K ﹤0.01%
15,000
-15,000
1558
$17K ﹤0.01%
222
1559
$15K ﹤0.01%
1,102
1560
$11K ﹤0.01%
2,400
1561
$10K ﹤0.01%
1,000
1562
– –
-2,278
1563
– –
-16,889
1564
– –
-10,000
1565
– –
-43,973
1566
$0 ﹤0.01%
+10,000
1567
$0 ﹤0.01%
+158,700
1568
– –
-46,287
1569
– –
-2,336
1570
– –
-2,221
1571
– –
-2,129
1572
– –
-7,378
1573
– –
-11,334
1574
– –
-6,915
1575
– –
-852
61 62
63
64 65