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
701
$3.3M 0.01%
37,130
+2,486
702
$3.29M 0.01%
103,702
703
$3.29M 0.01%
18,463
+6,419
704
$3.28M 0.01%
38,554
-161,377
705
$3.27M 0.01%
39,347
+4,101
706
$3.23M 0.01%
384,432
+13,698
707
$3.22M 0.01%
52,549
+18,351
708
$3.22M 0.01%
152,895
+105,716
709
$3.2M 0.01%
47,087
+6,143
710
$3.18M 0.01%
15,950
+6,243
711
$3.18M 0.01%
59,429
+12,937
712
$3.17M 0.01%
23,239
+7,380
713
$3.17M 0.01%
19,603
-3,891
714
$3.16M 0.01%
20,825
+297
715
$3.15M 0.01%
23,847
+1,868
716
$3.14M 0.01%
36,254
+7,674
717
$3.12M 0.01%
25,184
+245
718
$3.11M 0.01%
63,126
-281
719
$3.09M 0.01%
+71,759
720
$3.08M 0.01%
921
+688
721
$3.07M 0.01%
494,835
+10,193
722
$3.07M 0.01%
34,515
+4,266
723
$3.07M 0.01%
17,607
-41,646
724
$3.05M 0.01%
7,883
-8,045
725
$3.04M 0.01%
47,568
+1,416
27 28
29
30 31