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
2001
– –
-10,000
2002
– –
-2,661
2003
– –
-3,877
2004
– –
-7,760
2005
– –
-15,000
2006
– –
-12,235
2007
– –
-32,338
2008
– –
-10,000
2009
– –
-17,743
2010
– –
-25,380
2011
– –
-20,000
2012
– –
-6,735
2013
– –
-11,904
2014
– –
-21,406
2015
– –
-10,000
77 78 79 80
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