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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-3,737
1952
– –
-105,302
1953
– –
-22,307
1954
– –
-4,312
1955
– –
-400,734
1956
– –
-15,270
1957
– –
-10,364
1958
– –
-3,597
1959
– –
-8,236
1960
– –
-4,600
1961
– –
-6,412
1962
– –
-9,218
1963
– –
-6,152
1964
– –
-6,990
1965
– –
-1,635
1966
– –
-11,908
1967
– –
-41,907
1968
– –
-7,773
1969
– –
-2,439
1970
– –
-27,704
1971
– –
-13,000
1972
– –
-24,573
1973
– –
-28,059
1974
– –
-5,241
1975
– –
-1,488
77 78
79
80 81