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
951
$1.68M ﹤0.01%
68,940
-4,549
952
$1.68M ﹤0.01%
17,462
+3,264
953
$1.67M ﹤0.01%
20,912
+8,157
954
$1.67M ﹤0.01%
53,843
-11,499
955
$1.67M ﹤0.01%
89,346
+16,494
956
$1.67M ﹤0.01%
37,226
+18,804
957
$1.67M ﹤0.01%
32,266
+15,627
958
$1.66M ﹤0.01%
7,577
+3,857
959
$1.66M ﹤0.01%
9,330
+1,980
960
$1.66M ﹤0.01%
38,892
+5,132
961
$1.66M ﹤0.01%
93,676
+110
962
$1.65M ﹤0.01%
9,812
+1,098
963
$1.65M ﹤0.01%
14,966
+9,134
964
$1.65M ﹤0.01%
35,986
+12,769
965
$1.65M ﹤0.01%
54,366
+14,622
966
$1.64M ﹤0.01%
33,434
+45
967
$1.64M ﹤0.01%
34,617
+4,776
968
$1.64M ﹤0.01%
39,343
+6,790
969
$1.64M ﹤0.01%
25,386
+2,090
970
$1.64M ﹤0.01%
11,278
+1,581
971
$1.63M ﹤0.01%
25,922
+2,964
972
$1.63M ﹤0.01%
35,662
+26,316
973
$1.62M ﹤0.01%
52,844
+1,052
974
$1.62M ﹤0.01%
28,448
+5,830
975
$1.61M ﹤0.01%
42,577
-1,067
37 38
39
40 41