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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$70.2M
3
+$64.6M
4
SO icon
Southern Company
SO
+$50.8M
5
KO icon
Coca-Cola
KO
+$49.4M

Top Sells

1
+$49.9M
2
+$48.4M
3
+$42.1M
4
EW icon
Edwards Lifesciences
EW
+$37.5M
5
FCX icon
Freeport-McMoran
FCX
+$35.8M

Sector Composition

1 Technology 16.24%
2 Healthcare 10.07%
3 Financials 9.17%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-10,465
2027
– –
-5,991
2028
– –
-4,562
2029
– –
-6,979
2030
– –
-4,727
2031
– –
-1,502
2032
– –
-1,300
2033
– –
-9,248
2034
– –
-5,755
2035
– –
-5,337
2036
– –
-7,831
2037
– –
-6,412
2038
– –
-3,096
2039
– –
-11,979
2040
– –
-118,498
2041
– –
-3,480
2042
– –
-1,659
2043
– –
-10,421
2044
– –
-5,788
2045
– –
-2
2046
– –
-57,630
2047
– –
-2,000
2048
– –
-9,757
2049
– –
-3,086
2050
– –
-7,333
80 81
82
83 84