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
$30.9B
AUM Growth
+$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$58.2M
3
+$42.9M
4
LIN icon
Linde
LIN
+$40.5M
5
AMZN icon
Amazon
AMZN
+$40.3M

Top Sells

1
+$22M
2
+$21M
3
+$15.9M
4
CHD icon
Church & Dwight Co
CHD
+$13.7M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.6M

Sector Composition

1 Technology 19.19%
2 Healthcare 9.6%
3 Financials 9.35%
4 Consumer Discretionary 7.67%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$12K ﹤0.01%
500
1702
$11K ﹤0.01%
732
1703
– –
-275,000
1704
– –
-6,227
1705
– –
-117,444
1706
– –
-93,420
1707
– –
-803
1708
– –
-37,922
1709
– –
-149,896
1710
– –
-12,242
1711
– –
-28,785
1712
– –
-10,510
1713
– –
-10,831
1714
– –
-545,467
1715
– –
-122,267
1716
– –
-3,529
1717
– –
-12,843
1718
– –
-14,829
1719
– –
-6,468
1720
– –
-30,000
1721
– –
-15,000
1722
– –
-530,000
1723
– –
-54,452
1724
– –
-4,512
1725
– –
-1,475
67 68
69
70 71