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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
$40.9B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$66.2M
3
+$64.7M
4
AMZN icon
Amazon
AMZN
+$61.7M
5
NOW icon
ServiceNow
NOW
+$56.2M

Top Sells

1
+$33.2M
2
+$29.5M
3
+$27.6M
4
STZ icon
Constellation Brands
STZ
+$26.4M
5
EWBC icon
East-West Bancorp
EWBC
+$25.8M

Sector Composition

1 Technology 17.81%
2 Financials 10.89%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-23,056
1952
– –
-3,921
1953
– –
-259
1954
– –
-3,474
1955
– –
-2,126
1956
– –
-26,000
1957
– –
-18,237
1958
– –
-21,539
1959
– –
-10,000
1960
– –
-9,621
1961
– –
-64,100
1962
– –
-2,720
1963
– –
-2,922
1964
– –
-5,940
1965
– –
-1,366
1966
– –
-11,535
1967
– –
-4,723
1968
– –
-5,744
1969
– –
-53,981
1970
– –
-51,270
1971
– –
-20,984
1972
$0 ﹤0.01%
+61,113
1973
– –
-4,313
1974
– –
-6,020
1975
– –
-7,311
77 78
79
80 81