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
2076
– –
-8
2077
– –
-8,349
2078
– –
-56,837
2079
– –
-4,043
2080
– –
-264,618
2081
– –
-440
2082
– –
-2,969
2083
– –
-1,631
2084
– –
-18,286
2085
– –
-17,484
2086
– –
-15,908
2087
– –
-2,457
2088
– –
-7,654
2089
– –
-1,490
2090
– –
-42,912
2091
– –
-4,290
2092
– –
-14,011
2093
– –
-4,600
2094
– –
-3,903
2095
– –
-8,637
2096
– –
-68,707
2097
– –
-174,775
2098
– –
-4,797
2099
– –
-41,283
2100
– –
-11,000
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