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
2001
– –
-7,064
2002
– –
-4,315
2003
– –
-3,783
2004
– –
-15,628
2005
– –
-7,678
2006
– –
-61,793
2007
– –
-5,422
2008
– –
-68,905
2009
– –
-14,090
2010
– –
-3,462
2011
– –
-1,224
2012
– –
-2,748
2013
$0 ﹤0.01%
+28,224
2014
– –
-13,677
2015
– –
-4,238
2016
– –
-32,197
2017
– –
-42,079
2018
– –
-3,346
2019
– –
-5,213
2020
– –
-15,162
2021
– –
-1,696
2022
– –
-7,296
2023
$0 ﹤0.01%
+39,036
2024
– –
-5,679
2025
– –
-14,936
79 80
81
82 83