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
901
$1.91M ﹤0.01%
7,437
+1,210
902
$1.91M ﹤0.01%
27,527
-48,866
903
$1.91M ﹤0.01%
78,045
+31,435
904
$1.89M ﹤0.01%
22,417
+3,419
905
$1.88M ﹤0.01%
11,907
+2,052
906
$1.88M ﹤0.01%
50,978
-8,081
907
$1.87M ﹤0.01%
29,151
+8,770
908
$1.87M ﹤0.01%
22,932
+20
909
$1.86M ﹤0.01%
11,245
+6,519
910
$1.86M ﹤0.01%
8,857
+4,974
911
$1.86M ﹤0.01%
27,058
+561
912
$1.86M ﹤0.01%
42,149
+740
913
$1.84M ﹤0.01%
127,936
-186
914
$1.84M ﹤0.01%
11,385
+7,875
915
$1.84M ﹤0.01%
69,715
+14,410
916
$1.83M ﹤0.01%
118,689
+86,356
917
$1.83M ﹤0.01%
12,232
+1,201
918
$1.83M ﹤0.01%
36,539
+17,133
919
$1.83M ﹤0.01%
16,158
+4,861
920
$1.83M ﹤0.01%
10,444
+110
921
$1.82M ﹤0.01%
49,475
-1,349
922
$1.81M ﹤0.01%
34,537
+2,893
923
$1.8M ﹤0.01%
5,594
-455
924
$1.79M ﹤0.01%
331,102
+182,807
925
$1.79M ﹤0.01%
60,570
-32,548
35 36
37
38 39