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
51
$173M 0.45%
342,406
+17,159
52
$170M 0.44%
2,152,060
+229,978
53
$167M 0.43%
1,084,116
+106,480
54
$164M 0.42%
1,717,216
-239,756
55
$160M 0.41%
520,332
+89,301
56
$157M 0.41%
704,208
+166,916
57
$152M 0.39%
1,465,397
+251,630
58
$150M 0.39%
1,759,188
-21,200
59
$148M 0.38%
768,037
+161,507
60
$147M 0.38%
371,771
+6,066
61
$144M 0.37%
736,793
+140,032
62
$144M 0.37%
588,991
+22,875
63
$143M 0.37%
1,155,781
+61,573
64
$143M 0.37%
1,948,758
-191,252
65
$141M 0.36%
1,212,262
+38,092
66
$140M 0.36%
982,773
-271,769
67
$140M 0.36%
486,610
+149,029
68
$138M 0.36%
1,362,711
+241,696
69
$134M 0.35%
2,353,288
+113,821
70
$134M 0.35%
211,589
+20,702
71
$131M 0.34%
1,688,514
+136,373
72
$131M 0.34%
1,847,722
+444,683
73
$129M 0.34%
2,143,085
+1,547,690
74
$129M 0.33%
1,405,497
+229,423
75
$123M 0.32%
1,208,242
+55,547
1 2
3
4 5