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
1101
$1.22M ﹤0.01%
22,308
+728
1102
$1.2M ﹤0.01%
13,221
-484
1103
$1.2M ﹤0.01%
9,480
+6,351
1104
$1.2M ﹤0.01%
15,827
+569
1105
$1.19M ﹤0.01%
+55,005
1106
$1.19M ﹤0.01%
15,359
+3,689
1107
$1.19M ﹤0.01%
31,945
-17,536
1108
$1.19M ﹤0.01%
24,900
+2,845
1109
$1.19M ﹤0.01%
26,220
+3,766
1110
$1.19M ﹤0.01%
+20,395
1111
$1.18M ﹤0.01%
19,516
+1,364
1112
$1.18M ﹤0.01%
6,777
+2,714
1113
$1.18M ﹤0.01%
51,717
+11,184
1114
$1.18M ﹤0.01%
4,966
+729
1115
$1.17M ﹤0.01%
19,422
+947
1116
$1.17M ﹤0.01%
56,261
+7,270
1117
$1.17M ﹤0.01%
27,041
-2,999
1118
$1.17M ﹤0.01%
+20,413
1119
$1.17M ﹤0.01%
16,461
+1,875
1120
$1.17M ﹤0.01%
+26,038
1121
$1.17M ﹤0.01%
4,611
+1,338
1122
$1.17M ﹤0.01%
+16,116
1123
$1.16M ﹤0.01%
17,822
+2,685
1124
$1.16M ﹤0.01%
26,281
-4,392
1125
$1.15M ﹤0.01%
51,270
-79,730
43 44
45
46 47