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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
– –
-12,242
1704
– –
-10,196
1705
– –
-530,000
1706
– –
-37,922
1707
– –
-10,068
1708
– –
-48,450
1709
– –
-9,253
1710
– –
-28,785
1711
– –
-69,529
1712
– –
-12,448
1713
– –
-116,115
1714
– –
-181,217
1715
– –
-10,831
1716
– –
-7,298
1717
– –
-13,338
1718
– –
-545,467
1719
– –
-122,267
1720
– –
-3,529
1721
– –
-12,843
1722
– –
-14,829
1723
– –
-6,468
1724
– –
-6,722
1725
– –
-5,983
67 68
69
70 71