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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
2026
– –
-1
2027
– –
-650,425
2028
– –
-2,247
2029
– –
-25,837
2030
– –
-43,485
2031
– –
-10,926
2032
– –
-26,000
2033
– –
-15,265
2034
– –
-25,000
2035
– –
-12,058
2036
– –
-15,613
2037
– –
-3,515
2038
– –
-3,593
2039
– –
-491,832
2040
– –
-2,749
2041
– –
-61,113
2042
– –
-25,496
2043
– –
-12,285
2044
– –
-1,341,300
2045
– –
-13,713
2046
– –
-15,714
2047
– –
-10,025
2048
– –
-22,919
2049
– –
-21,704
2050
– –
-56,091
80 81
82
83 84