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
26
$261M 0.68%
652,694
+114,874
27
$247M 0.64%
4,797,841
+807,489
28
$245M 0.63%
5,940,757
+1,012,186
29
$243M 0.63%
2,029,925
+146,129
30
$240M 0.62%
4,427,807
+554,249
31
$238M 0.62%
1,445,468
+210,529
32
$237M 0.61%
2,264,674
+398,562
33
$235M 0.61%
3,236,163
+267,003
34
$218M 0.56%
1,468,447
+99,964
35
$216M 0.56%
985,983
+119,127
36
$215M 0.56%
880,560
+194,396
37
$214M 0.55%
1,915,619
+235,322
38
$214M 0.55%
5,464,804
+587,172
39
$203M 0.53%
3,209,275
+555,068
40
$203M 0.53%
1,804,233
+347,242
41
$196M 0.51%
3,702,141
+176,577
42
$191M 0.49%
802,225
+17,345
43
$187M 0.49%
674,207
+1,805
44
$186M 0.48%
632,519
-24,417
45
$184M 0.48%
1,365,189
+90,679
46
$183M 0.47%
2,894,802
+247,811
47
$180M 0.47%
492,802
+75,862
48
$178M 0.46%
471,380
+94,797
49
$177M 0.46%
1,195,691
+461,745
50
$175M 0.45%
1,796,752
+161,553
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