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
76
$123M 0.32%
2,186,013
+78,295
77
$122M 0.32%
766,768
+121,113
78
$121M 0.31%
256,732
+36,429
79
$117M 0.3%
220,419
+32,036
80
$116M 0.3%
600,001
-68,382
81
$116M 0.3%
495,375
+84,571
82
$115M 0.3%
486,283
+102,726
83
$112M 0.29%
388,849
+77,175
84
$110M 0.28%
800,833
+219,107
85
$109M 0.28%
726,330
+162,084
86
$108M 0.28%
2,002,065
+226,250
87
$105M 0.27%
389,651
+3,703
88
$105M 0.27%
477,980
+82,978
89
$105M 0.27%
1,396,651
+419,826
90
$104M 0.27%
694,320
+115,791
91
$104M 0.27%
462,487
+71,162
92
$103M 0.27%
1,871,066
+236,863
93
$102M 0.26%
206,775
+19,736
94
$100M 0.26%
434,742
+57,091
95
$99.6M 0.26%
710,636
+93,725
96
$97.3M 0.25%
411,786
+27,806
97
$96.4M 0.25%
468,219
+32,300
98
$95.9M 0.25%
784,595
+66,681
99
$95.4M 0.25%
678,826
+36,682
100
$94.8M 0.25%
1,023,680
+127,742
2 3
4
5 6