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
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

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
– –
-5,066
2002
– –
-3,380
2003
– –
-4,072
2004
– –
-800
2005
– –
-1,311
2006
– –
-860
2007
– –
-715
2008
– –
-36,421
2009
– –
-1,909
2010
– –
-2,733
2011
– –
-8,336
2012
– –
-119,206
2013
– –
-3,461
2014
– –
-20,102
2015
– –
-7,100
2016
– –
-8,379
2017
– –
-11,005
2018
– –
-5,010
2019
– –
-8,292
2020
– –
-3,404
2021
– –
-20,543
2022
– –
-11,151
2023
– –
-22,891
2024
– –
-26,285
2025
– –
-770
79 80
81
82 83