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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
$38.3B
AUM Growth
-$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$69.4M
3
+$61.6M
4
DVN icon
Devon Energy
DVN
+$60.3M
5
MCK icon
McKesson
MCK
+$59.1M

Top Sells

1
+$91.7M
2
+$55.4M
3
+$41.3M
4
CG icon
Carlyle Group
CG
+$40M
5
CMI icon
Cummins
CMI
+$35.8M

Sector Composition

1 Technology 15.91%
2 Healthcare 10.18%
3 Financials 8.88%
4 Consumer Discretionary 6.56%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-10,142
1927
– –
-10,473
1928
– –
-3,863
1929
– –
-7,038
1930
– –
-1,076
1931
– –
-21,875
1932
– –
-7,146
1933
– –
-10,005
1934
– –
-4,934
1935
– –
-32,640
1936
– –
-7,215
1937
– –
-19,465
1938
– –
-11,774
1939
– –
-3,660
1940
– –
-9,131
1941
– –
-6,085
1942
– –
-11,896
1943
– –
-10,000
1944
– –
-10,000
1945
– –
-25,925
1946
– –
-15,464
1947
– –
-11,927
1948
– –
-2,225
1949
– –
-3,015
1950
– –
-50,000
76 77
78
79 80