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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
$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
1976
– –
-13,390
1977
– –
-16,717
1978
– –
-9,360
1979
– –
-22,255
1980
– –
-150,378
1981
– –
-15,000
1982
– –
-2,002
1983
– –
-8,606
1984
– –
-5,000
1985
– –
-4,916
1986
– –
-21,172
1987
– –
-158,694
1988
– –
-4,039
1989
– –
-7,299
1990
– –
-12,548
1991
– –
-3,788
1992
– –
-16,600
1993
– –
-4,236
1994
– –
-17,243
1995
– –
-160,446
1996
– –
-10,839
1997
– –
-2,189
1998
– –
-10,000
1999
– –
-8,544
2000
– –
-11,016
77 78 79
80
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