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
926
$1.79M ﹤0.01%
12,289
+3,799
927
$1.78M ﹤0.01%
146,284
-6,549
928
$1.77M ﹤0.01%
21,228
+9,997
929
$1.77M ﹤0.01%
19,784
+8,847
930
$1.76M ﹤0.01%
27,468
-2,374
931
$1.75M ﹤0.01%
50,218
+44,093
932
$1.75M ﹤0.01%
27,004
+20,661
933
$1.75M ﹤0.01%
42,876
+9,347
934
$1.74M ﹤0.01%
29,478
+23,601
935
$1.74M ﹤0.01%
7,886
-244
936
$1.73M ﹤0.01%
17,038
+1,907
937
$1.72M ﹤0.01%
17,686
+4,437
938
$1.72M ﹤0.01%
9,360
+5,783
939
$1.72M ﹤0.01%
56,333
+98
940
$1.71M ﹤0.01%
42,341
+2,516
941
$1.71M ﹤0.01%
35,754
+6,882
942
$1.7M ﹤0.01%
21,629
+6,220
943
$1.7M ﹤0.01%
12,965
+4,480
944
$1.7M ﹤0.01%
6,189
+767
945
$1.7M ﹤0.01%
19,534
-312
946
$1.7M ﹤0.01%
28,596
+1,538
947
$1.69M ﹤0.01%
10,749
+6,543
948
$1.69M ﹤0.01%
49,936
+14,177
949
$1.69M ﹤0.01%
38,025
-14,972
950
$1.69M ﹤0.01%
13,161
+8,967
36 37
38
39 40