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
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

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
– –
-2,083
2052
– –
-4,211
2053
– –
-3,567
2054
– –
-7,403
2055
– –
-10
2056
– –
-45,000
2057
– –
-7,080
2058
– –
-17,116
2059
– –
-6,959
2060
– –
-85
2061
– –
-9,282
2062
– –
-1,788
2063
– –
-2,695
2064
– –
-8,562
2065
– –
-241
2066
– –
-2,167
2067
– –
-7,747
2068
– –
-8
2069
– –
-48,008
2070
– –
-3,402
2071
– –
-184,860
2072
– –
-91,948
2073
– –
-3,319
2074
– –
-4,346
2075
– –
-5,568
80 81 82
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