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
– –
-26,739
1977
– –
-5,009
1978
– –
-10,913
1979
– –
-33,607
1980
– –
-11,671
1981
– –
-16,644
1982
– –
-23,130
1983
– –
-18,969
1984
– –
-6,250
1985
– –
-31,768
1986
– –
-41,593
1987
– –
-10,900
1988
– –
-11,788
1989
– –
-14,705
1990
– –
-7,911
1991
– –
-1,440
1992
– –
-5,654
1993
– –
-36,325
1994
– –
-6,123
1995
– –
-50,000
1996
– –
-28,053
1997
– –
-11,955
1998
– –
-15,967
1999
– –
-2,020
2000
– –
-8,368
78 79
80
81 82