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
1151
$1.1M ﹤0.01%
13,580
+810
1152
$1.1M ﹤0.01%
10,277
+3,045
1153
$1.1M ﹤0.01%
+14,259
1154
$1.09M ﹤0.01%
30,013
+4,712
1155
$1.09M ﹤0.01%
+1,366
1156
$1.09M ﹤0.01%
71,231
+9,165
1157
$1.09M ﹤0.01%
22,784
-701
1158
$1.08M ﹤0.01%
95,516
-127,000
1159
$1.08M ﹤0.01%
33,799
+899
1160
$1.07M ﹤0.01%
25,714
-68,857
1161
$1.07M ﹤0.01%
+29,800
1162
$1.07M ﹤0.01%
6,567
+3,952
1163
$1.07M ﹤0.01%
77,810
+10,950
1164
$1.07M ﹤0.01%
33,247
+22,733
1165
$1.07M ﹤0.01%
13,168
+1,755
1166
$1.06M ﹤0.01%
18,410
+2,438
1167
$1.06M ﹤0.01%
25,333
+4,576
1168
$1.06M ﹤0.01%
+9,010
1169
$1.06M ﹤0.01%
16,600
-65
1170
$1.05M ﹤0.01%
32,821
+1,542
1171
$1.05M ﹤0.01%
16,668
+562
1172
$1.05M ﹤0.01%
53,701
+39,429
1173
$1.05M ﹤0.01%
21,230
+15,746
1174
$1.05M ﹤0.01%
9,550
+23
1175
$1.05M ﹤0.01%
17,512
-4,280
45 46
47
48 49