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
+$241M
2
+$222M
3
+$85.9M
4
PEP icon
PepsiCo
PEP
+$71.6M
5
UNP icon
Union Pacific
UNP
+$60.9M

Top Sells

1
+$82.6M
2
+$47.9M
3
+$40.8M
4
TDOC icon
Teladoc Health
TDOC
+$39M
5
ECL icon
Ecolab
ECL
+$29.9M

Sector Composition

1 Technology 18.82%
2 Financials 9.82%
3 Healthcare 8.54%
4 Consumer Discretionary 8.23%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-81,868
2027
– –
-20,726
2028
– –
-1,058
2029
– –
-7,900
2030
– –
-50,623
2031
– –
-114,236
2032
– –
-10,411
2033
– –
-1,792
2034
– –
-188
2035
– –
-4,955
2036
– –
-56,553
2037
– –
-21,622
2038
– –
-437
2039
– –
-20,382
2040
– –
-11,043
2041
– –
-17,843
2042
– –
-76,514
2043
– –
-8,393
2044
– –
-40,330
2045
– –
-4,863
2046
– –
-15,893
2047
– –
-1,386
2048
– –
-6,751
2049
– –
-284
2050
– –
-1
80 81
82
83 84