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
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,832
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$38.3M
3
+$31.8M
4
PBCT
People's United Financial Inc
PBCT
+$29.2M
5
PXD
Pioneer Natural Resource Co.
PXD
+$27.5M

Top Sells

1
+$196M
2
+$111M
3
+$69.7M
4
TDOC icon
Teladoc Health
TDOC
+$66.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$56.1M

Sector Composition

1 Technology 16.98%
2 Financials 10.3%
3 Healthcare 8.59%
4 Consumer Discretionary 7.7%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-5,859
1802
– –
-27,093
1803
– –
-20,835
1804
– –
-2,446
1805
– –
-5,165
1806
– –
-10,500
1807
– –
-15,299
1808
– –
-5,487
1809
– –
-913
1810
– –
-3,579
1811
– –
-14,667
1812
– –
-2,967
1813
– –
-17,880
1814
– –
-36,421
1815
– –
-10,646
1816
– –
-7,267
1817
– –
-21,168
1818
– –
-4,955
1819
– –
-431,577
1820
– –
-157,280
1821
– –
-15,286
1822
– –
-4,770
1823
– –
-2,081
1824
– –
-19,535
1825
– –
-68,461
70 71 72
73
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