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
251
$28.3M 0.07%
365,329
+79,154
252
$28.2M 0.07%
329,156
+70,106
253
$28M 0.07%
269,776
+26,622
254
$27.9M 0.07%
580,672
+65,356
255
$27.4M 0.07%
79,656
+71,730
256
$27.3M 0.07%
205,845
+10,724
257
$27.3M 0.07%
166,537
+4,318
258
$27.1M 0.07%
398,350
+59,826
259
$26.8M 0.07%
2,340,207
+467,829
260
$26.7M 0.07%
305,755
+301,769
261
$26.5M 0.07%
729,194
-4,788
262
$26.3M 0.07%
773,768
+92,676
263
$25.9M 0.07%
218,278
+40,337
264
$25.9M 0.07%
654,365
+59,400
265
$25.9M 0.07%
410,707
+100,926
266
$25.7M 0.07%
329,099
+1,130
267
$25.5M 0.07%
66,790
+11,465
268
$25.4M 0.07%
248,211
+31,034
269
$25.4M 0.07%
161,369
+22,403
270
$24.8M 0.06%
+97,960
271
$24.6M 0.06%
103,571
+8,727
272
$24.5M 0.06%
342,154
+64,104
273
$24.5M 0.06%
172,610
+43,732
274
$24.4M 0.06%
76,516
+11,742
275
$24.4M 0.06%
39,855
+9,852
9 10
11
12 13