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
276
$24M 0.06%
83,364
-10,178
277
$23.7M 0.06%
89,335
+9,848
278
$23.7M 0.06%
389,136
+46,742
279
$23.6M 0.06%
72,719
+8,634
280
$23.2M 0.06%
658,933
+602,406
281
$23M 0.06%
93,122
+9,854
282
$22.8M 0.06%
14,644
+4,250
283
$22.6M 0.06%
289,780
+130,685
284
$22.5M 0.06%
172,026
+59,504
285
$22.4M 0.06%
928,372
-284,490
286
$22.2M 0.06%
53
+3
287
$22M 0.06%
687,384
+221,390
288
$21.9M 0.06%
233,680
+54,036
289
$21.9M 0.06%
848,749
+113,484
290
$21.8M 0.06%
163,886
+6,283
291
$21.5M 0.06%
145,657
+23,596
292
$21.5M 0.06%
72,029
+12,556
293
$21.4M 0.06%
88,520
-7,972
294
$21.4M 0.06%
579,900
+27,060
295
$21.4M 0.06%
188,628
-19,860
296
$21.3M 0.06%
844,437
+582,162
297
$21.1M 0.05%
352,893
-20,296
298
$21M 0.05%
89,188
+74,558
299
$20.9M 0.05%
257,490
-33,475
300
$20.9M 0.05%
656,798
-7,032
10 11
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