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
401
$11.1M 0.03%
79,091
+31,966
402
$10.9M 0.03%
44,327
-1,060
403
$10.9M 0.03%
127,763
-3,163
404
$10.8M 0.03%
407,697
+50,682
405
$10.6M 0.03%
110,717
-85,017
406
$10.6M 0.03%
148,711
+41,821
407
$10.5M 0.03%
179,933
-4,834
408
$10.4M 0.03%
56,577
+7,399
409
$10.4M 0.03%
54,188
+8,479
410
$10.3M 0.03%
+176,907
411
$10.3M 0.03%
71,054
+33,284
412
$10.1M 0.03%
22,075
+12,175
413
$10.1M 0.03%
277,268
+49,279
414
$10M 0.03%
202,755
+18,785
415
$9.97M 0.03%
203,530
+11,919
416
$9.95M 0.03%
92,751
+24,717
417
$9.88M 0.03%
93,835
+12,795
418
$9.85M 0.03%
41,255
+4,629
419
$9.82M 0.03%
301,013
+12,884
420
$9.75M 0.03%
232,704
+41,754
421
$9.71M 0.03%
27,514
-20,628
422
$9.69M 0.03%
46,886
+11,996
423
$9.69M 0.03%
117,002
+27,972
424
$9.68M 0.03%
137,901
+22,885
425
$9.65M 0.03%
117,252
+11,920
15 16
17
18 19