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
301
$20.8M 0.05%
227,753
+23,449
302
$20.8M 0.05%
342,264
+6,355
303
$20M 0.05%
79,476
+23,774
304
$19.8M 0.05%
287,056
+133,604
305
$19.7M 0.05%
343,144
+151,657
306
$19.7M 0.05%
121,591
+116,360
307
$19.5M 0.05%
418,060
+12,850
308
$19.5M 0.05%
300,684
+275,899
309
$19.4M 0.05%
98,633
+7,557
310
$19.3M 0.05%
275,823
+20,816
311
$19.3M 0.05%
368,768
+52,806
312
$19.2M 0.05%
53,015
+41,263
313
$19.1M 0.05%
180,550
+21,472
314
$19M 0.05%
183,563
+14,750
315
$19M 0.05%
110,572
+8,200
316
$18.9M 0.05%
105,203
-4,248
317
$18.9M 0.05%
395,946
+116,062
318
$18.8M 0.05%
565,710
+30,686
319
$18.7M 0.05%
434,328
+22,907
320
$18.7M 0.05%
147,571
+15,525
321
$18.6M 0.05%
104,223
+19,017
322
$18.1M 0.05%
133,898
+12,128
323
$18M 0.05%
261,396
-10,010
324
$17.8M 0.05%
220,381
+23,931
325
$17.7M 0.05%
328,167
+115,161
11 12
13
14 15