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
476
$7.77M 0.02%
42,990
+6,115
477
$7.74M 0.02%
66,677
+3,214
478
$7.74M 0.02%
32,628
+15,937
479
$7.68M 0.02%
80,112
+4,497
480
$7.64M 0.02%
31,215
+22,175
481
$7.6M 0.02%
382,537
+204,160
482
$7.55M 0.02%
122,806
+41,863
483
$7.52M 0.02%
84,231
+10,655
484
$7.5M 0.02%
79,154
+22,764
485
$7.49M 0.02%
113,116
+2,430
486
$7.49M 0.02%
233,570
+8,850
487
$7.47M 0.02%
140,791
+12,703
488
$7.46M 0.02%
134,444
+19,032
489
$7.42M 0.02%
225,400
+16,545
490
$7.36M 0.02%
430,623
+109,091
491
$7.33M 0.02%
139,991
-1,239
492
$7.28M 0.02%
88,944
+38,583
493
$7.26M 0.02%
26,499
-189
494
$7.25M 0.02%
192,075
+7,455
495
$7.19M 0.02%
45,629
+17,437
496
$7.18M 0.02%
70,478
+10,651
497
$7.16M 0.02%
61,387
+23,238
498
$7.14M 0.02%
13,969
+11,650
499
$7.11M 0.02%
88,945
+15,385
500
$7.08M 0.02%
34,439
+12,797
18 19
20
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