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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-860
2002
– –
-715
2003
– –
-36,421
2004
– –
-1,909
2005
– –
-2,733
2006
– –
-8,336
2007
– –
-119,206
2008
– –
-3,461
2009
– –
-20,102
2010
– –
-11,151
2011
– –
-3,751
2012
– –
-313
2013
– –
-4,845
2014
– –
-7,073
2015
– –
-14,648
2016
– –
-22,891
2017
– –
-10,465
2018
– –
-5,991
2019
– –
-4,562
2020
– –
-6,979
2021
– –
-4,727
2022
– –
-1,502
2023
– –
-5,755
2024
– –
-3,096
2025
– –
-11,979
79 80
81
82 83