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
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-10,500
1602
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-10,028
1603
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-6,712
1604
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-4,062
1605
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1606
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-14,583
1607
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-2,517
1608
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0
1609
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-6,789
1610
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-3,285
1611
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-196,821
1612
– –
-18,639
1613
$0 ﹤0.01%
+10,000
1614
– –
-101,221
1615
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-399,637
1616
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-16,889
1617
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-10,000
1618
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-43,973
1619
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-2,336
1620
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-7,108
1621
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-28,055
1622
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-1,986
1623
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-73,200
1624
– –
-10,255
1625
– –
-14,000
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