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
801
$2.44M 0.01%
19,658
-6,695
802
$2.44M 0.01%
42,451
+3,524
803
$2.43M 0.01%
33,985
+1,712
804
$2.42M 0.01%
63,384
+1,270
805
$2.42M 0.01%
4,807
+2,034
806
$2.41M 0.01%
117,017
+4,074
807
$2.41M 0.01%
46,988
+3,761
808
$2.41M 0.01%
31,776
+5,275
809
$2.39M 0.01%
16,475
+1,312
810
$2.38M 0.01%
18,405
+5,072
811
$2.34M 0.01%
164,004
-5,616
812
$2.34M 0.01%
50,584
-5,447
813
$2.33M 0.01%
28,551
+5,982
814
$2.32M 0.01%
15,412
+1,098
815
$2.31M 0.01%
14,964
+3,604
816
$2.3M 0.01%
19,754
-688
817
$2.3M 0.01%
55,753
-5,799
818
$2.29M 0.01%
35,070
-14,221
819
$2.28M 0.01%
79,407
+8,544
820
$2.27M 0.01%
138,000
821
$2.27M 0.01%
17,267
+10,017
822
$2.27M 0.01%
28,196
+20,047
823
$2.27M 0.01%
18,406
+25
824
$2.26M 0.01%
30,923
+8,727
825
$2.26M 0.01%
20,513
+113
31 32
33
34 35