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
1026
$1.41M ﹤0.01%
2,191
+460
1027
$1.41M ﹤0.01%
12,618
+157
1028
$1.41M ﹤0.01%
60,551
+208
1029
$1.41M ﹤0.01%
26,803
+20,749
1030
$1.41M ﹤0.01%
22,241
+3,552
1031
$1.41M ﹤0.01%
39,723
+9,723
1032
$1.4M ﹤0.01%
14,414
+1,478
1033
$1.4M ﹤0.01%
22,016
+1,226
1034
$1.39M ﹤0.01%
388,338
+60,957
1035
$1.39M ﹤0.01%
39,087
+7,743
1036
$1.38M ﹤0.01%
16,279
+759
1037
$1.38M ﹤0.01%
83,693
-2,970
1038
$1.38M ﹤0.01%
16,568
+2,736
1039
$1.38M ﹤0.01%
29,050
+7,931
1040
$1.38M ﹤0.01%
+8,071
1041
$1.37M ﹤0.01%
14,968
+1,901
1042
$1.36M ﹤0.01%
9,688
+2,037
1043
$1.36M ﹤0.01%
93,644
+15,084
1044
$1.36M ﹤0.01%
25,022
+976
1045
$1.36M ﹤0.01%
15,054
+400
1046
$1.35M ﹤0.01%
27,952
+4,200
1047
$1.35M ﹤0.01%
31,883
+7,021
1048
$1.35M ﹤0.01%
33,411
+5,691
1049
$1.35M ﹤0.01%
19,116
+7,313
1050
$1.34M ﹤0.01%
9,648
+5,525
40 41
42
43 44