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
326
$17.6M 0.05%
156,807
+3,239
327
$17.5M 0.05%
507,413
-253,471
328
$17.4M 0.05%
124,175
+24,977
329
$17.3M 0.04%
219,670
+21,169
330
$17.3M 0.04%
119,658
+20,407
331
$17.2M 0.04%
150,008
-5,027
332
$17.2M 0.04%
433,398
+159,765
333
$17.2M 0.04%
115,062
-1,433
334
$17.2M 0.04%
82,470
+784
335
$17.1M 0.04%
463,418
+135,268
336
$17.1M 0.04%
401,555
+78,392
337
$17.1M 0.04%
88,993
+1,181
338
$17M 0.04%
291,359
+53,525
339
$16.9M 0.04%
253,206
+10,144
340
$16.9M 0.04%
205,325
+4,076
341
$16.9M 0.04%
231,525
-176,182
342
$16.7M 0.04%
81,564
+9,201
343
$16.6M 0.04%
1,215,628
+476,984
344
$16.4M 0.04%
195,885
+20,092
345
$16.2M 0.04%
172,806
-11,549
346
$16.1M 0.04%
264,411
-137,399
347
$16.1M 0.04%
141,998
-20,645
348
$16M 0.04%
208,672
+35,014
349
$15.9M 0.04%
236,190
+30,408
350
$15.7M 0.04%
354,481
+57,984
12 13
14
15 16