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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
$38.3B
AUM Growth
-$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$69.4M
3
+$61.6M
4
DVN icon
Devon Energy
DVN
+$60.3M
5
MCK icon
McKesson
MCK
+$59.1M

Top Sells

1
+$91.7M
2
+$55.4M
3
+$41.3M
4
CG icon
Carlyle Group
CG
+$40M
5
CMI icon
Cummins
CMI
+$35.8M

Sector Composition

1 Technology 15.91%
2 Healthcare 10.18%
3 Financials 8.88%
4 Consumer Discretionary 6.56%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-8,184
1952
– –
-2,734
1953
– –
-10,687
1954
– –
-29,427
1955
– –
-1,140
1956
– –
-15,291
1957
– –
-13,276
1958
– –
-26,691
1959
– –
-48,000
1960
– –
-76,836
1961
– –
-3,889
1962
– –
-3,334
1963
– –
-9,023
1964
– –
-26,143
1965
– –
-131,431
1966
– –
-280,143
1967
– –
-10,631
1968
– –
-29,910
1969
– –
-611,962
1970
– –
-10,503
1971
– –
-18,545
1972
– –
-83,518
1973
– –
-10,000
1974
– –
-2,661
1975
– –
-15,000
77 78
79
80 81