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
501
$7M 0.02%
650,425
+112,884
502
$7M 0.02%
115,334
+96,048
503
$6.89M 0.02%
22,150
+5,308
504
$6.89M 0.02%
351,483
+90,182
505
$6.86M 0.02%
16,532
+7,919
506
$6.86M 0.02%
98,535
+11,517
507
$6.78M 0.02%
84,744
+15,168
508
$6.77M 0.02%
91,105
+21,851
509
$6.77M 0.02%
19,586
-1,950
510
$6.77M 0.02%
79,993
+50,858
511
$6.74M 0.02%
161,667
+150,967
512
$6.7M 0.02%
19,310
+6,869
513
$6.63M 0.02%
270,975
+33,231
514
$6.62M 0.02%
182,633
-72,520
515
$6.62M 0.02%
61,145
+2,910
516
$6.55M 0.02%
70,309
-419
517
$6.47M 0.02%
37,326
-228
518
$6.45M 0.02%
+239,071
519
$6.43M 0.02%
160,895
+41,100
520
$6.43M 0.02%
273,930
-19,777
521
$6.42M 0.02%
247,030
+22,730
522
$6.39M 0.02%
164,461
+42,155
523
$6.37M 0.02%
81,463
-21,706
524
$6.35M 0.02%
365,412
+147,066
525
$6.34M 0.02%
138,897
+8,811
19 20
21
22 23