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
526
$6.34M 0.02%
138,790
+41,582
527
$6.33M 0.02%
263,901
+41,063
528
$6.33M 0.02%
136,584
+3,583
529
$6.31M 0.02%
+84,069
530
$6.27M 0.02%
46,612
-190,378
531
$6.27M 0.02%
5,286
+3,899
532
$6.13M 0.02%
87,869
+8,081
533
$6.13M 0.02%
102,492
+45,102
534
$6.1M 0.02%
61,398
+1,557
535
$6.09M 0.02%
21,291
+1,032
536
$6.07M 0.02%
65,647
+49,112
537
$6.06M 0.02%
101,106
+11,612
538
$6.06M 0.02%
112,571
+17,139
539
$6.04M 0.02%
+310,810
540
$6.04M 0.02%
+103,420
541
$6M 0.02%
66,324
+4,837
542
$6M 0.02%
16,506
+4,578
543
$5.99M 0.02%
41,655
+2,499
544
$5.95M 0.02%
220,068
+35,394
545
$5.9M 0.02%
17,065
+5,853
546
$5.88M 0.02%
202,870
+17,380
547
$5.88M 0.02%
159,865
+8,111
548
$5.88M 0.02%
178,392
-9,268
549
$5.85M 0.02%
64,192
+51,745
550
$5.84M 0.02%
54,756
+6,364
20 21
22
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