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
451
$8.62M 0.02%
272,849
+42,865
452
$8.59M 0.02%
164,267
+86,914
453
$8.52M 0.02%
208,286
+22,662
454
$8.42M 0.02%
11,667
+3,278
455
$8.4M 0.02%
185,082
+93,562
456
$8.36M 0.02%
17,927
+16,645
457
$8.32M 0.02%
69,589
+4,363
458
$8.32M 0.02%
101,713
+1,029
459
$8.32M 0.02%
26,344
+8,436
460
$8.28M 0.02%
112,558
+8,343
461
$8.27M 0.02%
227,489
+39,043
462
$8.25M 0.02%
66,402
+22,608
463
$8.24M 0.02%
39,943
+4,819
464
$8.23M 0.02%
78,087
+17,968
465
$8.19M 0.02%
266,754
-9,275
466
$8.16M 0.02%
37,754
+4,418
467
$8.15M 0.02%
43,208
+4,957
468
$8.14M 0.02%
237,962
+36,470
469
$8.11M 0.02%
254,153
+78,614
470
$8M 0.02%
151,780
+48,065
471
$7.99M 0.02%
54,318
+12,472
472
$7.95M 0.02%
85,658
+2,721
473
$7.94M 0.02%
59,446
+2,132
474
$7.91M 0.02%
174,921
+125,905
475
$7.8M 0.02%
115,438
+12,895
17 18
19
20 21