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
– –
-14,500
1727
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-14,500
1728
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-26,644
1729
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-19,214
1730
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-1,206
1731
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-31,754
1732
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-71,741
1733
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-10,000
1734
– –
-10,447
1735
– –
-10,068
1736
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-48,450
1737
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-9,253
1738
– –
-7,641
1739
– –
-13,329
1740
– –
-69,529
1741
– –
-12,448
1742
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-116,115
1743
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-181,217
1744
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-320,189
1745
– –
-7,298
1746
– –
-13,338
1747
– –
-2,888
1748
– –
-17,638
1749
– –
-52,497
1750
– –
-6,722
67 68 69
70
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