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
851
$2.11M 0.01%
114,366
+20,067
852
$2.11M 0.01%
15,393
+4,715
853
$2.11M 0.01%
154,940
+40,695
854
$2.1M 0.01%
9,463
+1,337
855
$2.1M 0.01%
34,668
+16,097
856
$2.1M 0.01%
24,390
+16,129
857
$2.09M 0.01%
40,800
-16,110
858
$2.09M 0.01%
24,127
-21,164
859
$2.09M 0.01%
44,921
-892
860
$2.09M 0.01%
57,218
+7,093
861
$2.09M 0.01%
1,821
+39
862
$2.09M 0.01%
9,099
+5,961
863
$2.09M 0.01%
51,154
+7,782
864
$2.08M 0.01%
40,225
+13,813
865
$2.07M 0.01%
18,621
+10,596
866
$2.07M 0.01%
18,334
-1,574
867
$2.06M 0.01%
55,579
+1,174
868
$2.06M 0.01%
+19,750
869
$2.06M 0.01%
31,868
-428
870
$2.06M 0.01%
22,564
-84
871
$2.04M 0.01%
54,352
-25,291
872
$2.04M 0.01%
52,415
+12,012
873
$2.03M 0.01%
64,015
+6,382
874
$2.03M 0.01%
89,137
+9,504
875
$2.03M 0.01%
61,550
+34,855
33 34
35
36 37