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
1976
– –
-12,180
1977
– –
-1,204
1978
– –
-3,625
1979
– –
-28,224
1980
– –
-11,262
1981
– –
-91,558
1982
– –
-15,000
1983
– –
-3,807
1984
– –
-2,818
1985
– –
-16,127
1986
– –
-5,316
1987
– –
-3,050
1988
– –
-24,029
1989
– –
-3,466
1990
– –
-52,099
1991
– –
-39,036
1992
– –
-6,919
1993
– –
-1,514
1994
– –
-9,821
1995
– –
-3,514
1996
– –
-5,066
1997
– –
-3,380
1998
– –
-4,072
1999
– –
-800
2000
– –
-1,311
78 79
80
81 82