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
576
$5.36M 0.01%
104,629
-6,975
577
$5.33M 0.01%
40,894
+13,174
578
$5.31M 0.01%
42,729
+18,263
579
$5.3M 0.01%
86,933
+17,941
580
$5.28M 0.01%
109,133
+9,415
581
$5.27M 0.01%
+24,073
582
$5.26M 0.01%
41,241
+2,883
583
$5.25M 0.01%
53,182
+32,080
584
$5.24M 0.01%
251,061
+59,896
585
$5.21M 0.01%
17,379
+1,119
586
$5.19M 0.01%
98,670
-12,033
587
$5.16M 0.01%
58,652
-662
588
$5.1M 0.01%
182,185
+37,283
589
$5.09M 0.01%
154,858
+4,269
590
$5.04M 0.01%
34,560
+26,131
591
$5.03M 0.01%
47,505
-6,805
592
$5.02M 0.01%
27,518
+1,979
593
$5.01M 0.01%
85,431
+10,455
594
$5M 0.01%
25,603
+826
595
$5M 0.01%
79,613
+19,913
596
$5M 0.01%
185,200
+74,800
597
$4.96M 0.01%
85,415
-5,473
598
$4.96M 0.01%
8,510
+4,295
599
$4.91M 0.01%
+323,007
600
$4.9M 0.01%
60,864
-6,121
22 23
24
25 26