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
651
$3.94M 0.01%
11,364
-899
652
$3.93M 0.01%
34,583
+13,369
653
$3.88M 0.01%
67,035
+13,677
654
$3.86M 0.01%
127,248
-355
655
$3.83M 0.01%
45,440
+10,033
656
$3.81M 0.01%
161,848
+878
657
$3.8M 0.01%
63,921
-1,391
658
$3.79M 0.01%
43,276
+14,181
659
$3.78M 0.01%
91,762
+14,520
660
$3.74M 0.01%
+294,139
661
$3.73M 0.01%
33,156
+12,840
662
$3.73M 0.01%
76,739
-30,795
663
$3.73M 0.01%
16,646
+985
664
$3.73M 0.01%
59,170
-956
665
$3.72M 0.01%
36,377
+12,811
666
$3.71M 0.01%
138,638
+8,659
667
$3.69M 0.01%
106,462
+55,914
668
$3.69M 0.01%
55,684
+8,291
669
$3.68M 0.01%
13,413
+7,599
670
$3.66M 0.01%
60,570
+13,886
671
$3.65M 0.01%
116,842
+23,745
672
$3.65M 0.01%
110,848
+300
673
$3.63M 0.01%
13,170
-15,501
674
$3.63M 0.01%
49,211
+11,330
675
$3.62M 0.01%
60,457
+13,754
25 26
27
28 29