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
376
$13.4M 0.03%
78,003
+5,935
377
$13.3M 0.03%
308,201
+140,028
378
$13.3M 0.03%
131,365
+2,511
379
$13.2M 0.03%
70,303
+13,026
380
$13.2M 0.03%
261,425
+51,241
381
$13.1M 0.03%
20,247
+6,756
382
$13.1M 0.03%
68,181
+17,419
383
$12.9M 0.03%
5,913
+1,670
384
$12.7M 0.03%
66,175
+60,303
385
$12.5M 0.03%
94,978
+63,354
386
$12.4M 0.03%
51,770
+10,190
387
$12.4M 0.03%
99,637
+76,762
388
$12.3M 0.03%
79,499
+20,971
389
$12.3M 0.03%
143,754
+31,912
390
$12.2M 0.03%
80,098
+1,733
391
$12.2M 0.03%
167,151
-4,034
392
$12.2M 0.03%
33,595
+1,978
393
$11.9M 0.03%
455,835
+24,744
394
$11.9M 0.03%
171,219
-4,237
395
$11.8M 0.03%
8,522
+322
396
$11.7M 0.03%
232,039
+125,051
397
$11.7M 0.03%
95,567
+11,383
398
$11.6M 0.03%
56,283
-656
399
$11.2M 0.03%
57,360
+14,824
400
$11.2M 0.03%
77,170
+19,825
14 15
16
17 18