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
726
$3.01M 0.01%
27,875
+10,120
727
$2.99M 0.01%
23,168
+1,099
728
$2.98M 0.01%
36,679
+4,803
729
$2.96M 0.01%
139,591
+11,131
730
$2.96M 0.01%
3,549
-138
731
$2.94M 0.01%
46,635
+26,251
732
$2.94M 0.01%
49,550
733
$2.93M 0.01%
11,406
+803
734
$2.92M 0.01%
29,164
+9,635
735
$2.92M 0.01%
33,549
+17,402
736
$2.91M 0.01%
35,909
-14,361
737
$2.91M 0.01%
24,583
+577
738
$2.91M 0.01%
15,151
+4,569
739
$2.9M 0.01%
55,575
-2,450
740
$2.9M 0.01%
75,748
+16,176
741
$2.89M 0.01%
+95,450
742
$2.87M 0.01%
39,167
+24,846
743
$2.86M 0.01%
34,395
+15,261
744
$2.86M 0.01%
78,067
+27,051
745
$2.86M 0.01%
31,226
+16,105
746
$2.85M 0.01%
70,846
+9,222
747
$2.85M 0.01%
97,100
+8,192
748
$2.84M 0.01%
211,197
+32,916
749
$2.83M 0.01%
85,090
-31,163
750
$2.83M 0.01%
59,656
+3,829
28 29
30
31 32