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
776
$2.6M 0.01%
42,960
+3,562
777
$2.59M 0.01%
48,340
-2
778
$2.59M 0.01%
65,850
+1,365
779
$2.58M 0.01%
63,740
-3,778
780
$2.58M 0.01%
24,145
+16,085
781
$2.58M 0.01%
18,990
+12,220
782
$2.58M 0.01%
39,530
+4,935
783
$2.58M 0.01%
22,644
+3,756
784
$2.58M 0.01%
19,416
+3,377
785
$2.57M 0.01%
15,702
+888
786
$2.57M 0.01%
81,818
-125,162
787
$2.57M 0.01%
9,306
+2,881
788
$2.56M 0.01%
49,170
+3,095
789
$2.55M 0.01%
24,594
+13,546
790
$2.54M 0.01%
189,228
-36,983
791
$2.53M 0.01%
16,210
+2,979
792
$2.52M 0.01%
17,527
+2,838
793
$2.51M 0.01%
+13,690
794
$2.51M 0.01%
31,665
+17,352
795
$2.51M 0.01%
51,733
-3,087
796
$2.5M 0.01%
21,883
+93
797
$2.5M 0.01%
14,043
+6,198
798
$2.5M 0.01%
67,783
+25,008
799
$2.48M 0.01%
146,885
+6,347
800
$2.45M 0.01%
24,582
+6,981
30 31
32
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