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
1726
– –
-4,591
1727
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-30,000
1728
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-15,000
1729
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-10,000
1730
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-530,000
1731
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-6,227
1732
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-117,444
1733
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-50,897
1734
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-75,388
1735
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-54,452
1736
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-4,512
1737
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-1,475
1738
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-14,500
1739
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-14,500
1740
– –
-26,644
1741
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-19,214
1742
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-1,206
1743
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-31,754
1744
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-71,741
1745
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-10,000
1746
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-803
1747
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-10,447
1748
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-10,068
1749
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-48,450
1750
– –
-9,253
67 68 69
70
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