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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
$46.2B
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,116
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$93.2M
3
+$54.2M
4
VZ icon
Verizon
VZ
+$54.1M
5
AMD icon
Advanced Micro Devices
AMD
+$51.4M

Top Sells

1
+$67.9M
2
+$51.9M
3
+$43.7M
4
SBUX icon
Starbucks
SBUX
+$43.5M
5
C icon
Citigroup
C
+$38.3M

Sector Composition

1 Technology 18%
2 Financials 9.81%
3 Healthcare 8.68%
4 Consumer Discretionary 7.33%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-13,677
2027
– –
-4,238
2028
– –
-32,197
2029
– –
-42,079
2030
– –
-440
2031
– –
-3,346
2032
– –
-2,969
2033
– –
-1,631
2034
– –
-17,484
2035
– –
-2,457
2036
– –
-1,490
2037
– –
-5,213
2038
– –
-15,162
2039
– –
-1,696
2040
– –
-7,296
2041
$0 ﹤0.01%
+39,036
2042
– –
-5,679
2043
– –
-14,936
2044
– –
-404
2045
– –
-8,583
2046
– –
-2,222
2047
– –
-323,852
2048
– –
-14,863
2049
– –
-11,442
2050
– –
-186,311
80 81
82
83 84