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
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$93.2M
3
+$54.2M
4
VZ icon
Verizon
VZ
+$54.1M
5
AMD icon
Advanced Micro Devices
AMD
+$51.4M

Top Sells

1
+$67.9M
2
+$51.9M
3
+$43.7M
4
SBUX icon
Starbucks
SBUX
+$43.5M
5
C icon
Citigroup
C
+$38.3M

Sector Composition

1 Technology 18%
2 Financials 9.81%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-149,886
2052
– –
-1,667
2053
– –
-4,924
2054
– –
-268,221
2055
– –
-1,250
2056
– –
-145
2057
– –
-8,202
2058
– –
-13,875
2059
– –
-13,740
2060
– –
-400
2061
– –
-7,616
2062
– –
-3,614
2063
– –
-10,145
2064
– –
-55,928
2065
– –
-133,105
2066
– –
-7,829
2067
– –
-41,373
2068
– –
-50,341
2069
– –
-19,893
2070
– –
-397,834
2071
– –
-3,536
2072
– –
-3,787
2073
– –
-10,110
2074
– –
-242,498
2075
– –
-5,757
81 82
83
84 85