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
$39.1B
AUM Growth
-$7.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,078
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 9.16%
4 Industrials 6.23%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-8,336
2027
– –
-119,206
2028
– –
-3,461
2029
– –
-20,102
2030
– –
-7,100
2031
– –
-8,379
2032
– –
-11,005
2033
– –
-5,010
2034
– –
-8,292
2035
– –
-3,404
2036
– –
-20,543
2037
– –
-11,151
2038
– –
-3,751
2039
– –
-313
2040
– –
-4,845
2041
– –
-7,073
2042
– –
-14,648
2043
– –
-22,891
2044
– –
-26,285
2045
– –
-770
2046
– –
-10,465
2047
– –
-5,712
2048
– –
-4,562
2049
– –
-6,979
2050
– –
-4,727
80 81
82
83 84