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
976
$1.61M ﹤0.01%
20,877
-6,944
977
$1.61M ﹤0.01%
4,789
-1,454
978
$1.6M ﹤0.01%
29,356
+3,581
979
$1.59M ﹤0.01%
59,635
-9,798
980
$1.59M ﹤0.01%
57,034
+31,188
981
$1.59M ﹤0.01%
14,691
+204
982
$1.58M ﹤0.01%
29,666
-176
983
$1.58M ﹤0.01%
128,444
+16,233
984
$1.58M ﹤0.01%
10,238
+3,332
985
$1.57M ﹤0.01%
16,852
+1,257
986
$1.57M ﹤0.01%
14,000
+11,011
987
$1.56M ﹤0.01%
24,238
+6,462
988
$1.56M ﹤0.01%
20,184
+6,024
989
$1.56M ﹤0.01%
3,878
+77
990
$1.55M ﹤0.01%
29,704
+4,530
991
$1.55M ﹤0.01%
12,749
+2,292
992
$1.55M ﹤0.01%
31,405
+301
993
$1.55M ﹤0.01%
13,757
+9,768
994
$1.55M ﹤0.01%
84,001
+6,966
995
$1.54M ﹤0.01%
9,099
+667
996
$1.53M ﹤0.01%
16,079
-367
997
$1.53M ﹤0.01%
59,479
+46,761
998
$1.53M ﹤0.01%
23,555
+17,429
999
$1.52M ﹤0.01%
36,084
+16,648
1000
$1.52M ﹤0.01%
23,075
+5,040
38 39
40
41 42