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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
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$58.3M
3
+$56.8M
4
V icon
Visa
V
+$55.7M
5
EXR icon
Extra Space Storage
EXR
+$47.3M

Top Sells

1
+$287M
2
+$211M
3
+$176M
4
ANET icon
Arista Networks
ANET
+$139M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$105M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
0
1927
$769 ﹤0.01%
+14,458
1928
$600 ﹤0.01%
+25,000
1929
$411 ﹤0.01%
16,811
-271
1930
– –
-63,591
1931
– –
-7,938
1932
– –
-71,093
1933
– –
-25,000
1934
– –
-8,100
1935
– –
-3,143
1936
– –
-5,009
1937
– –
-10,913
1938
– –
-33,607
1939
– –
-10,900
1940
– –
-11,788
1941
– –
-10,651
1942
– –
-35,074
1943
– –
-50,000
1944
– –
-28,053
1945
– –
-11,955
1946
– –
-50,000
1947
– –
-7,912
1948
– –
-15,967
1949
– –
-49,703
1950
– –
-230
76 77
78
79 80