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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
1976
– –
-12,235
1977
– –
-10,000
1978
– –
-17,743
1979
– –
-11,833
1980
– –
-46,566
1981
– –
-18,792
1982
– –
-28,571
1983
– –
-22,000
1984
– –
-7,178
1985
– –
-46,867
1986
– –
-14,491
1987
– –
-1,506
1988
– –
-3,695
1989
– –
-60,533
1990
– –
-44,237
1991
– –
-6,700
1992
– –
-8,079
1993
– –
-5,552
1994
– –
-10,504
1995
– –
-9,320
1996
– –
-759,414
1997
– –
-2,362
1998
– –
-3,350
1999
– –
-17,272
2000
– –
-12,042
77 78 79
80
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