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
– –
-41,450
1952
– –
-53,981
1953
– –
-13,390
1954
– –
-16,717
1955
– –
-9,360
1956
– –
-15,000
1957
– –
-12,000
1958
– –
-12,390
1959
– –
-13,654
1960
– –
-31,883
1961
– –
-10,693
1962
– –
-4,236
1963
– –
-17,243
1964
– –
-8,544
1965
– –
-18,594
1966
– –
-23,056
1967
– –
-3,921
1968
– –
-40,119
1969
– –
-2,711
1970
– –
-5,643
1971
– –
-49,084
1972
– –
-4,980
1973
– –
-259
1974
– –
-2,146
1975
– –
-21,539
77 78
79
80 81