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
$25.6B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,655
New
Increased
Reduced
Closed

Top Buys

1
+$94.9M
2
+$61M
3
+$42.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.2M
5
UNH icon
UnitedHealth
UNH
+$30.8M

Top Sells

1
+$61M
2
+$29.6M
3
+$18.2M
4
AAPL icon
Apple
AAPL
+$18.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.8M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.37%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-3,111
1602
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-139,302
1603
– –
-3,960
1604
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-250
1605
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-101,783
1606
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-1,810
1607
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-2,566
1608
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-24,653
1609
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-2,151
1610
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-31,684
1611
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-22,579
1612
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-7,785
1613
– –
-2,746
1614
– –
-106
1615
– –
-13,288
1616
– –
-30,508
1617
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-6,787
1618
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-10,358
1619
– –
-8,564
1620
– –
-9,542
1621
– –
-15,870
1622
– –
-7,659
1623
– –
-15,482
1624
– –
-503
1625
– –
-2,766
63 64
65
66 67