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
1601
– –
-18,639
1602
– –
-7,108
1603
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-28,055
1604
– –
-1,986
1605
– –
-73,200
1606
– –
-10,255
1607
– –
-14,000
1608
– –
-155,929
1609
– –
-18,257
1610
– –
-4,500
1611
– –
-16,227
1612
– –
-165,908
1613
– –
-126,973
1614
– –
-101,221
1615
– –
-399,637
1616
– –
-25,515
1617
– –
-9,034
1618
– –
-10,196
1619
– –
-18,256
1620
– –
-9,768
1621
– –
-8,199
1622
– –
-3,237
1623
– –
-2,832
1624
– –
-3,238
1625
– –
-2,839
62 63 64
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