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
626
$4.49M 0.01%
114,327
+35,584
627
$4.48M 0.01%
25,943
+8,388
628
$4.48M 0.01%
110,947
-71
629
$4.36M 0.01%
15,788
-4,357
630
$4.35M 0.01%
73,881
+1,857
631
$4.31M 0.01%
65,736
+30,015
632
$4.3M 0.01%
224,158
+30,624
633
$4.29M 0.01%
31,764
+4,782
634
$4.27M 0.01%
85,718
+7,316
635
$4.26M 0.01%
39,752
+3,359
636
$4.21M 0.01%
40,958
+12,952
637
$4.2M 0.01%
69,756
+21,102
638
$4.19M 0.01%
40,119
-1,046
639
$4.12M 0.01%
58,072
+2,401
640
$4.11M 0.01%
+42,515
641
$4.11M 0.01%
209,108
+16,768
642
$4.09M 0.01%
29,223
+8,041
643
$4.09M 0.01%
106,916
+63,439
644
$4.08M 0.01%
156,601
+16,165
645
$4.05M 0.01%
50,510
+14,337
646
$4.04M 0.01%
17,036
-402
647
$4.03M 0.01%
53,189
+17,731
648
$4.02M 0.01%
+65,592
649
$4M 0.01%
96,381
+37,404
650
$3.96M 0.01%
18,282
+2,308
24 25
26
27 28