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
751
$2.82M 0.01%
39,703
+990
752
$2.82M 0.01%
18,052
-264
753
$2.81M 0.01%
56,705
-10,614
754
$2.81M 0.01%
17,054
+2,884
755
$2.8M 0.01%
43,081
+5,629
756
$2.8M 0.01%
160,446
+95,643
757
$2.79M 0.01%
52,561
+11,203
758
$2.79M 0.01%
158,694
+244
759
$2.78M 0.01%
9,574
+1,062
760
$2.78M 0.01%
20,515
-2,177
761
$2.76M 0.01%
32,823
+18,341
762
$2.73M 0.01%
47,823
-2,192
763
$2.73M 0.01%
13,699
-585
764
$2.72M 0.01%
38,061
+8,812
765
$2.71M 0.01%
43,777
-4,459
766
$2.71M 0.01%
19,501
-11,754
767
$2.7M 0.01%
18,949
+7,948
768
$2.7M 0.01%
9,294
-220
769
$2.67M 0.01%
8,370
+1,646
770
$2.66M 0.01%
54,328
-10,516
771
$2.65M 0.01%
29,664
+3,545
772
$2.65M 0.01%
49,993
-4,239
773
$2.65M 0.01%
+268,221
774
$2.64M 0.01%
+42,191
775
$2.62M 0.01%
29,609
-5,602
29 30
31
32 33