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
1201
$1M ﹤0.01%
27,579
+14,023
1202
$999K ﹤0.01%
8,664
+4,710
1203
$991K ﹤0.01%
10,471
+3,149
1204
$988K ﹤0.01%
13,390
-2,651
1205
$986K ﹤0.01%
+60,230
1206
$986K ﹤0.01%
22,255
+2,266
1207
$985K ﹤0.01%
6,429
+2,038
1208
$984K ﹤0.01%
21,798
-1,104
1209
$983K ﹤0.01%
49,084
+9,868
1210
$983K ﹤0.01%
12,879
+4,770
1211
$979K ﹤0.01%
18,237
+3,254
1212
$979K ﹤0.01%
54,166
+7,616
1213
$972K ﹤0.01%
17,317
+7,206
1214
$968K ﹤0.01%
25,685
-44,577
1215
$967K ﹤0.01%
15,689
+251
1216
$966K ﹤0.01%
32,710
+4,621
1217
$962K ﹤0.01%
28,562
-280
1218
$962K ﹤0.01%
5,446
+514
1219
$958K ﹤0.01%
9,315
1220
$957K ﹤0.01%
+16,365
1221
$957K ﹤0.01%
66,012
+7,144
1222
$954K ﹤0.01%
30,856
-30,760
1223
$952K ﹤0.01%
11,648
+1,744
1224
$949K ﹤0.01%
22,453
-97
1225
$945K ﹤0.01%
28,468
+11,666
47 48
49
50 51