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
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

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
– –
-5,788
1927
– –
-2
1928
– –
-57,630
1929
– –
-1,788
1930
– –
-2,695
1931
– –
-8,562
1932
– –
-241
1933
– –
-2,167
1934
– –
-7,747
1935
– –
-3,402
1936
– –
-184,860
1937
– –
-91,948
1938
– –
-3,319
1939
– –
-5,568
1940
– –
-2,574
1941
– –
-634
1942
– –
-7,767
1943
– –
-11,659
1944
– –
-3,948
1945
– –
-5,987
1946
– –
-1,387
1947
– –
-2,175
1948
– –
-2,396
1949
– –
-10,000
1950
– –
0
76 77
78
79 80