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
2001
– –
-18,969
2002
– –
-6,250
2003
– –
-31,768
2004
– –
-6,410
2005
– –
-3,161
2006
– –
-10,219
2007
– –
-164,509
2008
– –
-58,653
2009
– –
-7,892
2010
– –
-44,170
2011
– –
-11,574
2012
– –
-6,074
2013
– –
-14,030
2014
– –
-75,475
2015
– –
-42,052
2016
– –
-18,000
2017
– –
-24,614
2018
– –
-83,491
2019
– –
-17,599
2020
– –
-36,397
2021
– –
-10,077
2022
– –
-36,325
2023
– –
-6,123
2024
– –
-481
2025
– –
-3,352
78 79 80
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