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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
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$58.3M
3
+$56.8M
4
V icon
Visa
V
+$55.7M
5
EXR icon
Extra Space Storage
EXR
+$47.3M

Top Sells

1
+$287M
2
+$211M
3
+$176M
4
ANET icon
Arista Networks
ANET
+$139M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$105M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-16,650
1977
– –
-3,333
1978
– –
-2,027
1979
– –
-4,280
1980
– –
-11,707
1981
– –
-17,380
1982
– –
-3,800
1983
– –
-3,463
1984
– –
-5,202
1985
– –
-5,703
1986
– –
-26,739
1987
– –
-11,561
1988
– –
-17,029
1989
– –
-7,588
1990
– –
-13,041
1991
– –
-11,671
1992
– –
-16,644
1993
– –
-23,130
1994
– –
-18,969
1995
– –
-6,250
1996
– –
-31,768
1997
– –
-41,593
1998
– –
-14,705
1999
– –
-7,911
2000
– –
-1,440
78 79
80
81 82