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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-10,000
1927
– –
-634
1928
– –
-7,767
1929
– –
-3,948
1930
– –
-39,036
1931
– –
0
1932
– –
-3,737
1933
– –
-105,302
1934
– –
-22,307
1935
– –
-11,659
1936
– –
-5,987
1937
– –
-1,387
1938
– –
-2,175
1939
– –
-2,396
1940
– –
-9,218
1941
– –
-6,152
1942
– –
-6,990
1943
– –
-1,635
1944
– –
-3,751
1945
– –
-313
1946
– –
-4,845
1947
– –
-7,073
1948
– –
-14,648
1949
– –
-1,724
1950
– –
-67,902
76 77
78
79 80