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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
– –
-7,080
2052
– –
-85
2053
– –
-9,282
2054
– –
-1,788
2055
– –
-2,695
2056
– –
-8,562
2057
– –
-1,387
2058
– –
-2,175
2059
– –
-2,167
2060
– –
-7,767
2061
– –
-7,747
2062
– –
-91,948
2063
– –
-3,319
2064
– –
-4,346
2065
– –
-203,592
2066
– –
-41,405
2067
– –
-419,671
2068
– –
-313,778
2069
– –
-1,177
2070
– –
-1,724
2071
– –
-67,902
2072
– –
-563
2073
– –
-4,314
2074
– –
-6,549
2075
– –
-11,873
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