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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
$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
2101
– –
-14,011
2102
– –
-659
2103
– –
-4,000
2104
– –
-7
2105
– –
-8,290
2106
– –
-7,848
2107
– –
-2,800
2108
– –
-9,765
2109
– –
-6,210
2110
– –
-3,885
2111
– –
-41,283
2112
– –
-11,000
2113
– –
-32,379
2114
– –
-16,249
2115
– –
-5,352
2116
– –
-1,726
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