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
1226
$938K ﹤0.01%
25,751
-2,305
1227
$937K ﹤0.01%
12,332
-395
1228
$937K ﹤0.01%
15,361
+560
1229
$936K ﹤0.01%
25,012
+4,121
1230
$936K ﹤0.01%
4,331
+1,738
1231
$934K ﹤0.01%
15,073
-1,533
1232
$932K ﹤0.01%
28,449
+5,933
1233
$931K ﹤0.01%
24,689
+9,153
1234
$930K ﹤0.01%
65,245
+30,000
1235
$929K ﹤0.01%
17,773
-1,051
1236
$926K ﹤0.01%
10,867
+1,974
1237
$919K ﹤0.01%
+14,203
1238
$910K ﹤0.01%
25,327
-1,111
1239
$908K ﹤0.01%
+26,932
1240
$908K ﹤0.01%
59,166
-815
1241
$905K ﹤0.01%
25,666
+3,050
1242
$905K ﹤0.01%
+25,403
1243
$903K ﹤0.01%
40,223
+5,782
1244
$902K ﹤0.01%
+10,960
1245
$901K ﹤0.01%
11,480
+700
1246
$900K ﹤0.01%
16,338
+3,241
1247
$900K ﹤0.01%
3,665
+1,438
1248
$898K ﹤0.01%
9,591
+4,237
1249
$897K ﹤0.01%
43,416
+14,325
1250
$889K ﹤0.01%
13,593
+436
48 49
50
51 52