JPMPWA

J.P. 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
$38.6B
AUM Growth
+$7.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,963
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$129M
3
+$105M
4
AAPL icon
Apple
AAPL
+$103M
5
MPC icon
Marathon Petroleum
MPC
+$93.5M

Top Sells

1
+$38.8M
2
+$25.6M
3
+$22.9M
4
EWBC icon
East-West Bancorp
EWBC
+$20.7M
5
GE icon
GE Aerospace
GE
+$18.4M

Sector Composition

1 Technology 17.46%
2 Financials 10.65%
3 Healthcare 8.6%
4 Consumer Discretionary 8%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.55B 4.01%
3,621,513
+244,903
2
$1.38B 3.56%
10,053,133
+755,449
3
$1.23B 3.19%
4,552,345
+650,779
4
$824M 2.13%
4,789,100
+748,160
5
$810M 2.1%
2,058,000
+222,933
6
$577M 1.49%
1,341,930
+98,315
7
$565M 1.46%
4,628,140
+582,500
8
$487M 1.26%
1,374,208
+73,680
9
$433M 1.12%
2,781,235
+190,979
10
$426M 1.1%
1,226,414
+163,835
11
$424M 1.1%
1,563,358
+179,779
12
$390M 1.01%
1,666,754
+172,070
13
$383M 0.99%
1,581,079
+1,636
14
$376M 0.97%
18,788,280
+2,464,000
15
$345M 0.89%
2,227,592
+283,145
16
$336M 0.87%
1,462,832
+136,384
17
$328M 0.85%
1,124,575
+180,224
18
$324M 0.84%
6,802,230
+1,326,700
19
$324M 0.84%
1,841,587
+180,005
20
$310M 0.8%
1,956,296
+231,289
21
$293M 0.76%
2,339,680
+99,020
22
$293M 0.76%
499,862
+78,751
23
$273M 0.71%
1,130,722
+182,667
24
$267M 0.69%
837,624
+102,148
25
$262M 0.68%
1,025,028
+28,428
1
2 3 4 5