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
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$270M
3
+$234M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$207M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$150M

Top Sells

1
+$82.7M
2
+$77.4M
3
+$77.2M
4
CRM icon
Salesforce
CRM
+$71.5M
5
FITB
Fifth Third Bancorp
FITB
+$62.9M

Sector Composition

1 Technology 17.28%
2 Healthcare 10.08%
3 Financials 8%
4 Industrials 6.44%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-400
1927
– –
-31,245
1928
– –
-4,983
1929
– –
-1,692
1930
– –
-11,254
1931
– –
-20,096
1932
– –
-7,525
1933
– –
-29,198
1934
– –
-199,022
1935
– –
-19,659
1936
– –
-4,715
1937
– –
-16,875
1938
– –
-286,184
1939
– –
-18,784
1940
– –
-24,154
1941
– –
-223
1942
– –
-2,266
1943
– –
-11,715
1944
– –
-2,944
1945
– –
-245,423
1946
– –
-10,278
1947
– –
-7,250
1948
– –
-33,140
1949
– –
-1,353
1950
– –
-79,241
76 77
78
79 80