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
+$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%
2 Financials 9.81%
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
– –
-2,457
2027
– –
-7,654
2028
– –
-1,490
2029
– –
-5,213
2030
– –
-15,162
2031
– –
-1,696
2032
– –
-7,296
2033
$0 ﹤0.01%
+39,036
2034
– –
-5,679
2035
– –
-14,936
2036
– –
-404
2037
– –
-27,836
2038
– –
-4,749
2039
– –
-8,583
2040
– –
-2,222
2041
– –
-323,852
2042
– –
-14,863
2043
– –
-11,442
2044
– –
-47,018
2045
– –
-3,549
2046
– –
-2,304
2047
– –
-9,486
2048
– –
-10,250
2049
– –
-2,500
2050
– –
-5,000
80 81
82
83 84