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
676
$3.61M 0.01%
119,658
+40,447
677
$3.6M 0.01%
28,428
-200
678
$3.58M 0.01%
69,863
+21,371
679
$3.57M 0.01%
104,941
+10,605
680
$3.56M 0.01%
72,192
+17,071
681
$3.54M 0.01%
58,071
+1,340
682
$3.52M 0.01%
12,407
-535
683
$3.51M 0.01%
13,365
+1,201
684
$3.5M 0.01%
+187,603
685
$3.47M 0.01%
48,246
+7,373
686
$3.47M 0.01%
9,587
+2,746
687
$3.45M 0.01%
53,287
-5,318
688
$3.43M 0.01%
46,276
+12,190
689
$3.43M 0.01%
53,548
+81
690
$3.43M 0.01%
30,635
+15,359
691
$3.43M 0.01%
21,444
+5,563
692
$3.42M 0.01%
9,532
+3,124
693
$3.4M 0.01%
157,230
+5,972
694
$3.4M 0.01%
+56,965
695
$3.37M 0.01%
97,709
+6,681
696
$3.37M 0.01%
35,362
+7,193
697
$3.35M 0.01%
14,985
+2,854
698
$3.34M 0.01%
27,195
-6,139
699
$3.32M 0.01%
+496,730
700
$3.31M 0.01%
54,972
+45,994
26 27
28
29 30