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
351
$15.6M 0.04%
116,834
+10,109
352
$15.6M 0.04%
674,487
+216,991
353
$15.4M 0.04%
125,115
+21,683
354
$15.2M 0.04%
197,200
+6,585
355
$15.2M 0.04%
124,023
+36,350
356
$15.1M 0.04%
466,304
+142,283
357
$15M 0.04%
231,167
+99,716
358
$14.9M 0.04%
324,336
+16,279
359
$14.9M 0.04%
186,508
+75,900
360
$14.8M 0.04%
96,040
+14,723
361
$14.7M 0.04%
1,032,770
+27,469
362
$14.7M 0.04%
247,994
+92,656
363
$14.7M 0.04%
562,604
+66,756
364
$14.6M 0.04%
553,272
+396,762
365
$14.4M 0.04%
47,844
-1,129
366
$14.2M 0.04%
77,691
-11,543
367
$14.1M 0.04%
110,780
+42,924
368
$14M 0.04%
200,244
+46,296
369
$13.9M 0.04%
646,592
+425,194
370
$13.8M 0.04%
119,585
-58,289
371
$13.8M 0.04%
55,520
+12,139
372
$13.8M 0.04%
57,036
+52,302
373
$13.8M 0.04%
128,680
+8,551
374
$13.7M 0.04%
143,885
+6,834
375
$13.6M 0.04%
230,167
+59,809
13 14
15
16 17