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
1051
$1.34M ﹤0.01%
9,717
+7,826
1052
$1.34M ﹤0.01%
46,223
+7,792
1053
$1.34M ﹤0.01%
143,341
+30,706
1054
$1.33M ﹤0.01%
3,600
+1,219
1055
$1.33M ﹤0.01%
61,914
+18,881
1056
$1.33M ﹤0.01%
48,397
+13,981
1057
$1.33M ﹤0.01%
53,411
+4,660
1058
$1.32M ﹤0.01%
9,677
+6,925
1059
$1.32M ﹤0.01%
10,011
+85
1060
$1.32M ﹤0.01%
57,402
+10,370
1061
$1.32M ﹤0.01%
13,563
+8,870
1062
$1.32M ﹤0.01%
24,321
+10,910
1063
$1.31M ﹤0.01%
48,859
+30,503
1064
$1.31M ﹤0.01%
19,454
+9,654
1065
$1.31M ﹤0.01%
24,573
1066
$1.31M ﹤0.01%
9,284
-144
1067
$1.31M ﹤0.01%
22,770
-4,597
1068
$1.31M ﹤0.01%
17,515
+2,231
1069
$1.31M ﹤0.01%
10,486
+8,478
1070
$1.31M ﹤0.01%
21,684
+2,437
1071
$1.3M ﹤0.01%
+59,878
1072
$1.3M ﹤0.01%
27,229
-1,533
1073
$1.3M ﹤0.01%
20,864
+4,869
1074
$1.3M ﹤0.01%
28,626
+11,208
1075
$1.3M ﹤0.01%
+32,381
41 42
43
44 45