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
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$59.7M
3
+$59.1M
4
V icon
Visa
V
+$56.4M
5
NVDA icon
NVIDIA
NVDA
+$53.4M

Top Sells

1
+$293M
2
+$207M
3
+$177M
4
ANET icon
Arista Networks
ANET
+$169M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$108M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-164,509
2002
– –
-11,574
2003
– –
-6,074
2004
– –
-14,030
2005
– –
-10,651
2006
– –
-35,074
2007
– –
-75,475
2008
– –
-17,599
2009
– –
-36,397
2010
– –
-10,077
2011
– –
-36,325
2012
– –
-6,123
2013
– –
-481
2014
– –
-3,352
2015
– –
-11,019
2016
– –
-25,204
2017
– –
-2,510
2018
– –
-5,703
2019
– –
-26,739
2020
– –
-6,494
2021
– –
-12,699
2022
– –
-58,653
2023
– –
-7,892
2024
– –
-44,170
2025
– –
-156,732
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