We are live on ! Find out more
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
1551
– –
-4,676
1552
– –
-4,599
1553
– –
-4,477
1554
– –
-8,508
1555
– –
-29,620
1556
– –
-2,704
1557
– –
-2,432
1558
– –
-4,009
1559
– –
-5,360
1560
– –
-14,107
1561
– –
-6,477
1562
– –
-9,079
1563
– –
-44,736
1564
– –
-613
1565
– –
-7,039
1566
– –
-5,189
1567
– –
-9,357
1568
– –
-19,865
1569
– –
-3,745
1570
– –
-5,380
1571
– –
-10,925
1572
– –
-239,284
1573
– –
-7,392
1574
– –
-25,019
1575
– –
-1,867
60 61 62
63
64