JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$87.9M
3
+$59.4M
4
VZ icon
Verizon
VZ
+$52.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$51.2M

Top Sells

1
+$68.8M
2
+$45.7M
3
+$43.3M
4
SBUX icon
Starbucks
SBUX
+$42M
5
TROW icon
T. Rowe Price
TROW
+$37.5M

Sector Composition

1 Technology 18.01%
2 Financials 9.8%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,346
2027
– –
-2,969
2028
– –
-1,631
2029
– –
-18,286
2030
– –
-17,484
2031
– –
-15,908
2032
– –
-2,457
2033
– –
-4,600
2034
– –
-1,696
2035
– –
-7,296
2036
$0 ﹤0.01%
+39,036
2037
– –
-5,679
2038
– –
-14,936
2039
– –
-404
2040
– –
-27,836
2041
– –
-4,749
2042
– –
-8,583
2043
– –
-2,222
2044
– –
-314,420
2045
– –
-14,863
2046
– –
-11,442
2047
– –
-186,311
2048
– –
-47,018
2049
– –
-3,549
2050
– –
-2,304
80 81
82
83 84