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
826
$2.26M 0.01%
28,927
+22,467
827
$2.23M 0.01%
1,496
+685
828
$2.23M 0.01%
40,860
-290
829
$2.21M 0.01%
28,535
+2,762
830
$2.21M 0.01%
58,920
+5,251
831
$2.21M 0.01%
22,215
+11,796
832
$2.21M 0.01%
13,336
+2,493
833
$2.21M 0.01%
19,300
834
$2.21M 0.01%
32,728
+15,058
835
$2.2M 0.01%
36,426
+1,728
836
$2.19M 0.01%
21,425
+12,266
837
$2.19M 0.01%
9,355
+976
838
$2.19M 0.01%
91,920
-5,279
839
$2.19M 0.01%
150,378
+20,642
840
$2.18M 0.01%
127,743
+4,491
841
$2.18M 0.01%
127,203
+63,411
842
$2.18M 0.01%
38,112
+1,912
843
$2.17M 0.01%
13,529
+2,750
844
$2.17M 0.01%
21,496
+3,497
845
$2.16M 0.01%
5,775
+3,006
846
$2.15M 0.01%
36,999
+6,368
847
$2.15M 0.01%
12,276
-1,258
848
$2.14M 0.01%
39,456
+7,315
849
$2.12M 0.01%
21,905
+1,724
850
$2.12M 0.01%
22,414
+5,429
32 33
34
35 36