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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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$31.4M
3
+$28M
4
OEF icon
iShares S&P 100 ETF
OEF
+$20.3M
5
BLK icon
Blackrock
BLK
+$16.3M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$993M
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMHC icon
1701
Taylor Morrison
TMHC
$6.61B
– –
-10,208
TMUS icon
1702
T-Mobile US
TMUS
$198B
– –
-89,310
TPL icon
1703
Texas Pacific Land
TPL
$27.3B
– –
-2,664
TRI icon
1704
Thomson Reuters
TRI
$36.6B
– –
-38,030
TSM icon
1705
TSMC
TSM
$2.24T
– –
-288,015
TSN icon
1706
Tyson Foods
TSN
$20.6B
– –
-5,782
TTE icon
1707
TotalEnergies
TTE
$171B
– –
-181,143
TTEK icon
1708
Tetra Tech
TTEK
$7.59B
– –
-156,420
TXN icon
1709
Texas Instruments
TXN
$260B
– –
-1,417,816
UGI icon
1710
UGI
UGI
$7.6B
– –
-130,196
UIS icon
1711
Unisys
UIS
$262M
– –
-24,258
UL icon
1712
Unilever
UL
$130B
– –
-253,042
UMC icon
1713
United Microelectronic
UMC
$64.2B
– –
-11,914
UNM icon
1714
Unum
UNM
$14.4B
– –
-19,175
UNP icon
1715
Union Pacific
UNP
$159B
– –
-963,026
UPS icon
1716
United Parcel Service
UPS
$91.9B
– –
-444,121
BNS icon
1717
Scotiabank
BNS
$106B
– –
-11,153
BP icon
1718
BP
BP
$95.6B
– –
-310,453
BRKR icon
1719
Bruker
BRKR
$9.27B
– –
-20,298
BSX icon
1720
Boston Scientific
BSX
$65.7B
– –
-887,244
BTU icon
1721
Peabody Energy
BTU
$2.86B
– –
-1,892,220
BWA icon
1722
BorgWarner
BWA
$14B
– –
-5,630
BX icon
1723
Blackstone
BX
$141B
– –
-2,047,540
C icon
1724
Citigroup
C
$242B
– –
-818,532
CAH icon
1725
Cardinal Health
CAH
$55.7B
– –
-110,401
67 68
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