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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
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$270M
3
+$234M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$207M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$150M

Top Sells

1
+$82.7M
2
+$77.4M
3
+$77.2M
4
CRM icon
Salesforce
CRM
+$71.5M
5
FITB
Fifth Third Bancorp
FITB
+$62.9M

Sector Composition

1 Technology 17.28%
2 Healthcare 10.08%
3 Financials 8%
4 Industrials 6.44%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-10,786
1977
– –
-78,156
1978
– –
-4,712
1979
– –
-12,967
1980
– –
-12,330
1981
– –
-13,646
1982
– –
-13,650
1983
– –
-39,231
1984
– –
-3,047
1985
– –
-125,426
1986
– –
-405,695
1987
– –
-9,452
1988
– –
-5,167
1989
– –
-8,336
1990
– –
-8,772
1991
– –
-2,002
1992
– –
-37,593
1993
– –
-10,004
1994
– –
-18,300
1995
– –
-10,060
1996
– –
-534
1997
– –
-4,000
1998
– –
-30,000
1999
– –
-4,373
2000
– –
-1,793
78 79
80
81 82