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
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$93.2M
3
+$54.2M
4
VZ icon
Verizon
VZ
+$54.1M
5
AMD icon
Advanced Micro Devices
AMD
+$51.4M

Top Sells

1
+$67.9M
2
+$51.9M
3
+$43.7M
4
SBUX icon
Starbucks
SBUX
+$43.5M
5
C icon
Citigroup
C
+$38.3M

Sector Composition

1 Technology 18%
2 Financials 9.81%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$379K ﹤0.01%
11,223
-3,613
1652
$379K ﹤0.01%
5,899
+479
1653
$378K ﹤0.01%
32,587
-2,000
1654
$377K ﹤0.01%
7,218
1655
$377K ﹤0.01%
28,918
+32
1656
$376K ﹤0.01%
3,808
+427
1657
$374K ﹤0.01%
1,502
+452
1658
$371K ﹤0.01%
5,654
-250
1659
$370K ﹤0.01%
10,798
-1,451
1660
$369K ﹤0.01%
16,261
+222
1661
$369K ﹤0.01%
19,050
+125
1662
$369K ﹤0.01%
20,006
1663
$369K ﹤0.01%
2,591
-177
1664
$369K ﹤0.01%
2,701
-70
1665
$367K ﹤0.01%
10,173
+409
1666
$367K ﹤0.01%
24,868
+1,280
1667
$367K ﹤0.01%
4,183
+325
1668
$367K ﹤0.01%
5,018
+757
1669
$367K ﹤0.01%
2,175
+407
1670
$366K ﹤0.01%
7,575
1671
$365K ﹤0.01%
4,590
+6
1672
$364K ﹤0.01%
5,027
+73
1673
$360K ﹤0.01%
1,617
+386
1674
$360K ﹤0.01%
21,026
-748
1675
$360K ﹤0.01%
10,192
+380
65 66
67
68 69