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
1001
$1.52M ﹤0.01%
+36,459
1002
$1.52M ﹤0.01%
57,664
+3,519
1003
$1.51M ﹤0.01%
440,143
+59,376
1004
$1.51M ﹤0.01%
32,893
+20,313
1005
$1.51M ﹤0.01%
47,149
+5,564
1006
$1.51M ﹤0.01%
25,229
+4,241
1007
$1.5M ﹤0.01%
30,844
+5,881
1008
$1.5M ﹤0.01%
+13,955
1009
$1.5M ﹤0.01%
4,373
+720
1010
$1.5M ﹤0.01%
4,658
+18
1011
$1.49M ﹤0.01%
+112,884
1012
$1.48M ﹤0.01%
16,298
+3,422
1013
$1.48M ﹤0.01%
25,875
+19,262
1014
$1.48M ﹤0.01%
10,907
+1,707
1015
$1.47M ﹤0.01%
80,776
+19,576
1016
$1.47M ﹤0.01%
8,484
+2,922
1017
$1.45M ﹤0.01%
5,695
+1,928
1018
$1.45M ﹤0.01%
64,100
1019
$1.44M ﹤0.01%
19,914
+6,583
1020
$1.43M ﹤0.01%
15,263
+11
1021
$1.43M ﹤0.01%
15,877
+7,926
1022
$1.43M ﹤0.01%
16,587
+457
1023
$1.43M ﹤0.01%
9,766
+98
1024
$1.43M ﹤0.01%
8,960
+638
1025
$1.42M ﹤0.01%
26,478
+8,207
39 40
41
42 43