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
1626
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-6,787
1627
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-3,356
1628
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-3,950
1629
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1630
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1631
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-597,689
1632
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-5,821
1633
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-8,564
1634
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-9,542
1635
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-15,870
1636
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-7,659
1637
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-30,700
1638
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1639
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-5,685
1640
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1641
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1642
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1643
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1644
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1645
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1646
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-25,976
1647
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1648
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-486
1649
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-8,861
1650
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-20,000
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