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
1126
$1.15M ﹤0.01%
+30,059
1127
$1.15M ﹤0.01%
53,879
+9,473
1128
$1.15M ﹤0.01%
18,118
+1,992
1129
$1.14M ﹤0.01%
5,714
+81
1130
$1.14M ﹤0.01%
14,748
+6,676
1131
$1.14M ﹤0.01%
4,315
+566
1132
$1.14M ﹤0.01%
9,594
+1,005
1133
$1.14M ﹤0.01%
95,620
+22,112
1134
$1.14M ﹤0.01%
33,317
+4,050
1135
$1.14M ﹤0.01%
7,434
+1,879
1136
$1.14M ﹤0.01%
56,446
+2,908
1137
$1.13M ﹤0.01%
4,500
+410
1138
$1.13M ﹤0.01%
79,401
+13,427
1139
$1.13M ﹤0.01%
5,617
+1,443
1140
$1.13M ﹤0.01%
14,933
+1,189
1141
$1.12M ﹤0.01%
+59,902
1142
$1.12M ﹤0.01%
23,780
+6,753
1143
$1.12M ﹤0.01%
39,769
+693
1144
$1.11M ﹤0.01%
27,287
+2,634
1145
$1.11M ﹤0.01%
28,225
+3,833
1146
$1.11M ﹤0.01%
578
+425
1147
$1.1M ﹤0.01%
63,205
-20,417
1148
$1.1M ﹤0.01%
25,266
+7,470
1149
$1.1M ﹤0.01%
136,812
-31,624
1150
$1.1M ﹤0.01%
13,654
44 45
46
47 48