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
601
$4.9M 0.01%
79,308
+1,035
602
$4.87M 0.01%
241,433
-26,076
603
$4.87M 0.01%
107,654
+12,122
604
$4.85M 0.01%
49,751
+9,511
605
$4.82M 0.01%
+105,133
606
$4.78M 0.01%
61,170
+9,890
607
$4.75M 0.01%
+100,891
608
$4.75M 0.01%
44,807
+4,896
609
$4.75M 0.01%
40,674
+28,945
610
$4.72M 0.01%
19,495
+5,659
611
$4.7M 0.01%
205,539
-73,743
612
$4.69M 0.01%
47,280
+3,364
613
$4.68M 0.01%
73,215
+22,694
614
$4.67M 0.01%
51,590
+9,007
615
$4.61M 0.01%
262,805
+34,255
616
$4.58M 0.01%
154,350
+71,905
617
$4.55M 0.01%
27,438
+902
618
$4.55M 0.01%
75,272
+8,811
619
$4.55M 0.01%
22,832
+11,642
620
$4.55M 0.01%
20,861
+4,922
621
$4.53M 0.01%
19,586
+1,750
622
$4.52M 0.01%
85,909
+17,323
623
$4.52M 0.01%
59,790
-24,439
624
$4.5M 0.01%
+125,000
625
$4.5M 0.01%
10,738
+3,237
23 24
25
26 27