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
101
$94.6M 0.24%
476,422
+51,807
102
$94.3M 0.24%
979,713
+291,502
103
$93M 0.24%
379,691
+61,258
104
$91.9M 0.24%
787,944
+65,734
105
$89.5M 0.23%
1,597,832
-1,012
106
$89.4M 0.23%
286,702
+1,794
107
$88.9M 0.23%
535,149
+19,790
108
$86.1M 0.22%
1,591,088
+213,483
109
$85.9M 0.22%
749,797
+180,523
110
$84.3M 0.22%
222,120
+36,261
111
$83.6M 0.22%
739,940
+108,691
112
$82.4M 0.21%
378,696
+77,540
113
$82.4M 0.21%
1,446,380
+116,814
114
$82M 0.21%
342,245
+85,769
115
$81M 0.21%
1,022,292
+200,264
116
$80.5M 0.21%
907,198
+141,573
117
$80.3M 0.21%
3,025,344
+917,274
118
$79.9M 0.21%
1,027,020
+125,423
119
$79.7M 0.21%
1,280,891
+531,638
120
$79.5M 0.21%
2,166,053
+293,903
121
$78.9M 0.2%
1,181,317
-13,783
122
$78.9M 0.2%
413,654
+51,484
123
$78.5M 0.2%
1,164,628
+234,263
124
$76.7M 0.2%
338,127
+85,537
125
$75.5M 0.2%
1,623,581
+502,706
3 4
5
6 7