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
$40.9B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$66.2M
3
+$64.7M
4
AMZN icon
Amazon
AMZN
+$61.7M
5
NOW icon
ServiceNow
NOW
+$56.2M

Top Sells

1
+$33.2M
2
+$29.5M
3
+$27.6M
4
STZ icon
Constellation Brands
STZ
+$26.4M
5
EWBC icon
East-West Bancorp
EWBC
+$25.8M

Sector Composition

1 Technology 17.81%
2 Financials 10.89%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$30K ﹤0.01%
10
1927
$24K ﹤0.01%
12,285
1928
$22K ﹤0.01%
437
-571
1929
$20K ﹤0.01%
+188
1930
$18K ﹤0.01%
+833
1931
$17K ﹤0.01%
+12,560
1932
$14K ﹤0.01%
549
1933
$12K ﹤0.01%
10,631
1934
$5K ﹤0.01%
1
1935
– –
-7,733
1936
– –
-3,474
1937
– –
-2,126
1938
– –
-26,000
1939
– –
-18,237
1940
– –
-11,675
1941
– –
-4,890
1942
– –
-17,512
1943
– –
-4,802
1944
– –
-1,000
1945
– –
-16,558
1946
– –
-2,571
1947
– –
-11,245
1948
– –
-6,845
1949
– –
-42,149
1950
– –
-21,040
76 77
78
79 80