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
$46.5B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$215M
3
+$83.9M
4
PEP icon
PepsiCo
PEP
+$67.4M
5
UNP icon
Union Pacific
UNP
+$57.2M

Top Sells

1
+$82.6M
2
+$50.7M
3
+$45M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.1M
5
GPN icon
Global Payments
GPN
+$30.4M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-2,188
2002
– –
-8,739
2003
– –
-50,623
2004
– –
-114,236
2005
– –
-11,043
2006
– –
-4,863
2007
– –
-15,893
2008
– –
-1,386
2009
– –
-284
2010
– –
-1
2011
– –
-650,425
2012
– –
-2,247
2013
– –
-43,485
2014
– –
-3,515
2015
– –
-3,593
2016
– –
-61,113
2017
– –
-25,496
2018
– –
-12,285
2019
– –
-1,341,300
2020
– –
-13,713
2021
– –
-15,714
2022
– –
-32,853
2023
– –
-6,243
2024
– –
-14,494
2025
– –
-161,532
79 80
81
82 83