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
551
$5.84M 0.02%
57,162
+8,066
552
$5.83M 0.02%
92,124
+1,912
553
$5.79M 0.02%
70,320
+12,734
554
$5.78M 0.02%
96,004
-7,870
555
$5.76M 0.01%
40,968
+7,093
556
$5.72M 0.01%
52,261
+10,446
557
$5.71M 0.01%
109,064
+30,712
558
$5.68M 0.01%
97,870
+58,761
559
$5.66M 0.01%
381,022
+274,988
560
$5.65M 0.01%
78,395
+18,952
561
$5.62M 0.01%
113,901
+12,053
562
$5.62M 0.01%
60,624
+56,157
563
$5.6M 0.01%
27,477
+17,761
564
$5.59M 0.01%
143,561
+35,834
565
$5.56M 0.01%
36,054
+14,614
566
$5.55M 0.01%
74,759
+14,161
567
$5.5M 0.01%
56,281
+14,490
568
$5.48M 0.01%
515,100
-81,106
569
$5.46M 0.01%
+283,371
570
$5.42M 0.01%
9,711
+2,964
571
$5.42M 0.01%
107,789
+28,268
572
$5.39M 0.01%
77,204
+35,323
573
$5.38M 0.01%
113,042
+11,613
574
$5.38M 0.01%
77,696
-9,730
575
$5.38M 0.01%
127,757
+33,765
21 22
23
24 25