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
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.44B
2
+$268M
3
+$233M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$211M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$152M

Top Sells

1
+$79.3M
2
+$73.6M
3
+$70.3M
4
CRM icon
Salesforce
CRM
+$64.9M
5
FITB
Fifth Third Bancorp
FITB
+$60.4M

Sector Composition

1 Technology 17.28%
2 Healthcare 10.08%
3 Financials 8%
4 Industrials 6.43%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-168,267
2027
– –
-35,140
2028
– –
-15,431
2029
– –
-73,740
2030
– –
-10,964
2031
– –
-2,181
2032
– –
-18,300
2033
– –
-23,195
2034
– –
-4,715
2035
– –
-16,875
2036
– –
-286,184
78 79 80 81
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