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
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$58.3M
3
+$56.8M
4
V icon
Visa
V
+$55.7M
5
EXR icon
Extra Space Storage
EXR
+$47.3M

Top Sells

1
+$287M
2
+$211M
3
+$176M
4
ANET icon
Arista Networks
ANET
+$139M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$105M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-7,938
1952
– –
-71,093
1953
– –
-25,000
1954
– –
-3,800
1955
– –
-51,872
1956
– –
-21,850
1957
– –
-12,750
1958
– –
-33,673
1959
– –
-318
1960
– –
-35,536
1961
– –
-21,218
1962
– –
-8,480
1963
– –
-3,579
1964
– –
-7,003
1965
– –
-15,200
1966
– –
-13,781
1967
– –
-4,237
1968
– –
-9,665
1969
– –
-635,762
1970
– –
-5,815
1971
– –
-12,818
1972
– –
-16,650
1973
– –
-3,333
1974
– –
-2,027
1975
– –
-4,280
77 78
79
80 81