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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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$31.4M
3
+$28M
4
OEF icon
iShares S&P 100 ETF
OEF
+$20.3M
5
BLK icon
Blackrock
BLK
+$16.3M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$993M
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMN icon
1776
Eastman Chemical
EMN
$8.09B
– –
-58,975
ENB icon
1777
Enbridge
ENB
$123B
– –
-1,852,804
ENPH icon
1778
Enphase Energy
ENPH
$6.27B
– –
-9,310
ENVX icon
1779
Enovix
ENVX
$1.3B
– –
-53,057
EOG icon
1780
EOG Resources
EOG
$70.6B
– –
-623,956
EPAM icon
1781
EPAM Systems
EPAM
$4.22B
– –
-14,844
EQIX icon
1782
Equinix
EQIX
$108B
– –
-86,530
ES icon
1783
Eversource Energy
ES
$27.6B
– –
-61,832
ETN icon
1784
Eaton
ETN
$156B
– –
-2,176,989
ETSY icon
1785
Etsy
ETSY
$7.41B
– –
-11,660
EUSA icon
1786
iShares MSCI USA Equal Weighted ETF
EUSA
$1.72B
– –
-5,031
EVH icon
1787
Evolent Health
EVH
$620M
– –
-15,166
EW icon
1788
Edwards Lifesciences
EW
$52.3B
– –
-1,116,374
EWG icon
1789
iShares MSCI Germany ETF
EWG
$1.54B
– –
-10,508
EXAS
1790
DELISTED
Exact Sciences
EXAS
– –
-19,960
EXC icon
1791
Exelon
EXC
$48.5B
– –
-527,470
F icon
1792
Ford
F
$56.3B
– –
-1,329,370
FCN icon
1793
FTI Consulting
FCN
$4.55B
– –
-10,606
FE icon
1794
FirstEnergy
FE
$28B
– –
-13,188
FISV
1795
Fiserv Inc
FISV
$26.4B
– –
-81,863
FIVE icon
1796
Five Below
FIVE
$10.4B
– –
-183,588
FMC icon
1797
FMC
FMC
$1.47B
– –
-67,687
FRPT icon
1798
Freshpet
FRPT
$2.82B
– –
-4,830
FULT icon
1799
Fulton Financial
FULT
$4.63B
– –
-24,437
GDDY icon
1800
GoDaddy
GDDY
$11.2B
– –
-29,154
70 71
72
73 74