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
$46.5B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-4,955
2052
– –
-56,553
2053
– –
-21,622
2054
– –
-437
2055
– –
-20,382
2056
– –
-17,843
2057
– –
-76,514
2058
– –
-8,393
2059
– –
-40,330
2060
– –
-6,751
2061
– –
-16,122
2062
– –
-66,012
2063
– –
-25,837
2064
– –
-10,926
2065
– –
-26,000
2066
– –
-10,665
2067
– –
-15,265
2068
– –
-25,000
2069
– –
-12,058
2070
– –
-15,613
2071
– –
-28,823
2072
– –
-7,343
2073
– –
-12,839
2074
– –
-25,000
2075
– –
-12,114
80 81 82
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