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
$46.5B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$12K ﹤0.01%
11,325
-1,235
1977
$12K ﹤0.01%
10,631
1978
$12K ﹤0.01%
+777
1979
$10K ﹤0.01%
664
-1,600
1980
$8K ﹤0.01%
+1,300
1981
$7K ﹤0.01%
+145
1982
$7K ﹤0.01%
400
-149
1983
$4K ﹤0.01%
+7
1984
– –
-7,819
1985
– –
-2,634
1986
– –
-7,966
1987
– –
-833
1988
– –
-9,684
1989
– –
-4,402
1990
– –
-2,390
1991
– –
-4,771
1992
– –
-7,028
1993
– –
-2,802
1994
– –
-3,800
1995
– –
-36,139
1996
– –
-11,159
1997
– –
-8,032
1998
– –
-6,822
1999
– –
-21,200
2000
– –
-49,883
78 79
80
81 82