We are live on ! Find out more
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
– –
-39,036
1952
– –
-860
1953
– –
-4,845
1954
– –
-7,073
1955
– –
-6,979
1956
– –
-7,403
1957
– –
-17,116
1958
– –
-6,959
1959
– –
-241
1960
– –
-2,396
1961
– –
-8
1962
– –
-48,008
1963
– –
-12,180
1964
– –
-2,288
1965
– –
-10,000
1966
– –
-1,678
1967
– –
-2,095
1968
– –
-2,439
1969
– –
-6,242
1970
– –
-21,810
1971
– –
-27,704
1972
– –
-13,000
1973
– –
-24,573
1974
– –
-28,059
1975
– –
-5,241
77 78
79
80 81