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
1176
$1.05M ﹤0.01%
26,951
-2,990
1177
$1.04M ﹤0.01%
36,775
+5,111
1178
$1.04M ﹤0.01%
+18,425
1179
$1.04M ﹤0.01%
11,820
+3,779
1180
$1.04M ﹤0.01%
19,976
+13,093
1181
$1.04M ﹤0.01%
27,271
-248
1182
$1.04M ﹤0.01%
26,100
1183
$1.03M ﹤0.01%
36,063
+2,967
1184
$1.03M ﹤0.01%
7,141
+522
1185
$1.03M ﹤0.01%
48,088
-15,546
1186
$1.02M ﹤0.01%
85,392
-57,658
1187
$1.02M ﹤0.01%
22,318
+5,450
1188
$1.02M ﹤0.01%
19,791
+4,708
1189
$1.02M ﹤0.01%
+13,189
1190
$1.02M ﹤0.01%
10,256
+7,976
1191
$1.02M ﹤0.01%
40,909
+417
1192
$1.02M ﹤0.01%
4,951
+1,518
1193
$1.01M ﹤0.01%
60,501
+29,390
1194
$1.01M ﹤0.01%
20,148
1195
$1.01M ﹤0.01%
13,632
+3,344
1196
$1.01M ﹤0.01%
11,513
+1,465
1197
$1.01M ﹤0.01%
50,295
+6,277
1198
$1.01M ﹤0.01%
31,613
+15,342
1199
$1.01M ﹤0.01%
9,182
+1,231
1200
$1M ﹤0.01%
12,601
+7,022
46 47
48
49 50