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
$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
226
$33.2M 0.09%
348,084
-65,432
227
$33M 0.09%
158,568
-58,280
228
$32.9M 0.09%
83,392
+25,171
229
$32.4M 0.08%
196,373
+18,560
230
$32.4M 0.08%
758,818
+163,266
231
$32.2M 0.08%
46,589
+6,432
232
$32.2M 0.08%
176,748
+14,366
233
$32M 0.08%
985,806
+978,899
234
$31.7M 0.08%
477,740
+63,260
235
$31.7M 0.08%
1,850,394
-125,589
236
$31.7M 0.08%
110,611
-33,406
237
$31.4M 0.08%
188,669
+133,578
238
$31.3M 0.08%
357,088
+134,361
239
$31M 0.08%
973,230
+268,828
240
$31M 0.08%
427,630
+108,849
241
$30.6M 0.08%
369,150
+32,454
242
$30M 0.08%
331,460
+37,410
243
$29.8M 0.08%
148,340
+60,751
244
$29.7M 0.08%
60,592
+11,047
245
$29.4M 0.08%
296,884
-52,592
246
$29.3M 0.08%
54,889
+11,375
247
$29.2M 0.08%
84,780
+15,050
248
$29.1M 0.08%
63,250
+8,076
249
$28.9M 0.07%
165,740
+18,152
250
$28.3M 0.07%
669,499
+3,688
8 9
10
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