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
1576
– –
-11,334
1577
– –
-6,915
1578
– –
-852
1579
– –
-8,867
1580
– –
-7,000
1581
– –
-3,172
1582
– –
-6,156
1583
– –
-11,173
1584
– –
-2,278
1585
– –
-29,500
1586
– –
-7,378
1587
– –
-12,100
1588
– –
-10,000
1589
– –
-9,576
1590
– –
-24,572
1591
– –
-14,240
1592
– –
-6,968
1593
– –
-26,450
1594
– –
-7,346
1595
– –
-11,000
1596
– –
-13,700
1597
$0 ﹤0.01%
+158,700
1598
– –
-2,436
1599
– –
-1,420
1600
– –
-10,858
62 63
64
65 66