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
– –
-22,990
2027
– –
-6,986
2028
– –
-61,497
2029
– –
-36,876
2030
– –
-5,006
2031
– –
-10,078
2032
– –
-4,387
2033
– –
-10,025
2034
– –
-22,919
2035
– –
-21,704
2036
– –
-56,091
2037
– –
-2,577
2038
– –
-10,000
2039
– –
-9,368
2040
– –
-19,099
2041
– –
-439,682
2042
– –
-4,313
2043
– –
-29,328
2044
– –
-81,868
2045
– –
-20,726
2046
– –
-1,058
2047
– –
-7,900
2048
– –
-10,411
2049
– –
-1,792
2050
– –
-188
80 81
82
83 84