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
+$75.1M
2
+$67.5M
3
+$65M
4
SO icon
Southern Company
SO
+$52.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.2M

Top Sells

1
+$56M
2
+$52.3M
3
+$51.5M
4
FCX icon
Freeport-McMoran
FCX
+$49M
5
EW icon
Edwards Lifesciences
EW
+$40.8M

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
– –
-118,498
2027
– –
-3,480
2028
– –
-2,000
2029
– –
-9,757
2030
– –
-3,086
2031
– –
-7,333
2032
– –
-2,083
2033
– –
-4,211
2034
– –
-3,567
2035
– –
-7,403
2036
– –
-10
2037
– –
-45,000
2038
– –
-7,080
2039
– –
-17,116
2040
– –
-6,959
2041
– –
-85
2042
– –
-9,282
2043
– –
-8
2044
– –
-48,008
2045
– –
-4,346
2046
– –
-203,592
2047
– –
-41,405
2048
– –
-419,671
2049
– –
-313,778
2050
– –
-1,177
80 81
82
83 84