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
876
$2.03M 0.01%
45,701
+4,061
877
$2.02M 0.01%
28,899
+2,032
878
$2.02M 0.01%
+57,703
879
$2.01M 0.01%
15,515
+1,659
880
$2.01M 0.01%
23,426
+2,581
881
$2M 0.01%
28,346
-2,523
882
$2M 0.01%
29,619
+11,691
883
$1.99M 0.01%
17,007
-1,253
884
$1.99M 0.01%
64,896
+52,935
885
$1.98M 0.01%
16,558
-1,893
886
$1.98M 0.01%
439,087
+30,207
887
$1.98M 0.01%
24,504
+1,141
888
$1.96M 0.01%
23,985
+13,166
889
$1.96M 0.01%
29,048
-165
890
$1.96M 0.01%
4,264
-1,177
891
$1.96M 0.01%
44,990
+1,709
892
$1.95M 0.01%
61,959
+4,570
893
$1.95M 0.01%
124,682
+23,073
894
$1.94M 0.01%
2,965
+426
895
$1.94M 0.01%
10,224
+6,801
896
$1.93M 0.01%
10,006
+7,748
897
$1.93M 0.01%
2,891
+806
898
$1.92M 0.01%
2,769
+1,086
899
$1.91M ﹤0.01%
49,553
-5,081
900
$1.91M ﹤0.01%
92,235
+10,347
34 35
36
37 38