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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-3,188
2052
– –
-28,843
2053
– –
-11,306
2054
– –
-22,434
2055
– –
-1,724
2056
– –
-67,902
2057
– –
-2,288
2058
– –
-1,678
2059
– –
-563
2060
– –
-4,314
2061
– –
-10,029
2062
– –
-6,242
2063
– –
-21,810
2064
– –
-6,549
2065
– –
-11,873
2066
– –
-5,791
2067
– –
-20,348
2068
– –
-631,713
2069
– –
-6,150
2070
– –
-3,639
2071
– –
-7,100
2072
– –
-8,379
2073
– –
-11,005
2074
– –
-5,010
2075
– –
-8,292
80 81 82
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