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
426
$9.61M 0.02%
180,240
+94,065
427
$9.58M 0.02%
75,682
+2,968
428
$9.58M 0.02%
83,262
+23,999
429
$9.57M 0.02%
298,197
+8,196
430
$9.49M 0.02%
66,995
+32,125
431
$9.46M 0.02%
149,347
+47,803
432
$9.33M 0.02%
178,832
+8,100
433
$9.32M 0.02%
135,795
+31,520
434
$9.31M 0.02%
45,115
+5,474
435
$9.24M 0.02%
533,202
-55,248
436
$9.21M 0.02%
118,574
+8,563
437
$9.2M 0.02%
238,659
+47,449
438
$9.17M 0.02%
161,257
+4,563
439
$9.13M 0.02%
242,311
+23,855
440
$9.07M 0.02%
+71,447
441
$9.05M 0.02%
75,485
+19,500
442
$9.02M 0.02%
235,605
+213,210
443
$8.99M 0.02%
455,742
+151,964
444
$8.94M 0.02%
106,114
+5,217
445
$8.85M 0.02%
50,953
+9,601
446
$8.76M 0.02%
44,608
+6,629
447
$8.74M 0.02%
27,602
+12,229
448
$8.72M 0.02%
96,455
+11,577
449
$8.64M 0.02%
35,625
+7,308
450
$8.64M 0.02%
125,389
+29,749
16 17
18
19 20