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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
$40.9B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$66.2M
3
+$64.7M
4
AMZN icon
Amazon
AMZN
+$61.7M
5
NOW icon
ServiceNow
NOW
+$56.2M

Top Sells

1
+$33.2M
2
+$29.5M
3
+$27.6M
4
STZ icon
Constellation Brands
STZ
+$26.4M
5
EWBC icon
East-West Bancorp
EWBC
+$25.8M

Sector Composition

1 Technology 17.81%
2 Financials 10.89%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-11,675
2002
– –
-4,890
2003
– –
-17,512
2004
– –
-4,802
2005
– –
-42,149
2006
– –
-21,040
2007
– –
-1,000
2008
– –
-16,558
2009
– –
-214
2010
– –
-11,245
2011
– –
-2,146
2012
– –
-40,119
2013
– –
-1,158
2014
– –
-254,153
2015
– –
-5,459
2016
– –
-1,500
2017
– –
-3,391
2018
– –
-726
2019
– –
-5,643
2020
– –
-49,084
2021
– –
-343
2022
– –
-4,980
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