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
1076
$1.3M ﹤0.01%
107,974
+468
1077
$1.3M ﹤0.01%
52,042
+6,643
1078
$1.29M ﹤0.01%
6,274
+532
1079
$1.29M ﹤0.01%
42,323
+267
1080
$1.29M ﹤0.01%
16,874
-583
1081
$1.28M ﹤0.01%
26,162
+7,995
1082
$1.28M ﹤0.01%
+20,198
1083
$1.28M ﹤0.01%
12,523
+7,493
1084
$1.28M ﹤0.01%
19,020
+6,798
1085
$1.27M ﹤0.01%
8,359
+1,225
1086
$1.27M ﹤0.01%
20,984
+2,296
1087
$1.27M ﹤0.01%
4,484
-340
1088
$1.27M ﹤0.01%
15,854
-248
1089
$1.26M ﹤0.01%
38,822
-4,430
1090
$1.26M ﹤0.01%
27,983
+8,446
1091
$1.26M ﹤0.01%
9,329
+6,975
1092
$1.26M ﹤0.01%
11,494
-16,287
1093
$1.25M ﹤0.01%
37,866
+20,719
1094
$1.24M ﹤0.01%
15,702
+8,675
1095
$1.24M ﹤0.01%
37,402
-794
1096
$1.24M ﹤0.01%
2,790
+215
1097
$1.24M ﹤0.01%
54,256
+321
1098
$1.23M ﹤0.01%
20,450
+2,108
1099
$1.23M ﹤0.01%
102,522
+10,677
1100
$1.22M ﹤0.01%
35,272
+1,124
42 43
44
45 46