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
1251
$889K ﹤0.01%
40,071
+5,183
1252
$889K ﹤0.01%
20,167
+2,797
1253
$882K ﹤0.01%
27,399
+2,275
1254
$876K ﹤0.01%
26,031
-1,757
1255
$875K ﹤0.01%
6,597
+672
1256
$875K ﹤0.01%
4,681
+2,097
1257
$874K ﹤0.01%
15,090
-223
1258
$870K ﹤0.01%
18,751
-327
1259
$865K ﹤0.01%
18,673
-2,745
1260
$860K ﹤0.01%
10,304
+2
1261
$859K ﹤0.01%
16,169
-3,181
1262
$857K ﹤0.01%
5,916
+2,175
1263
$856K ﹤0.01%
23,015
+2,785
1264
$856K ﹤0.01%
14,757
+358
1265
$855K ﹤0.01%
16,896
+456
1266
$854K ﹤0.01%
6,404
+1,218
1267
$854K ﹤0.01%
37,310
+4,501
1268
$854K ﹤0.01%
12,402
-3,852
1269
$850K ﹤0.01%
7,388
+2,324
1270
$849K ﹤0.01%
21,572
+11,061
1271
$847K ﹤0.01%
7,001
+170
1272
$846K ﹤0.01%
10,595
+5,832
1273
$842K ﹤0.01%
+27,677
1274
$840K ﹤0.01%
11,501
+2,517
1275
$839K ﹤0.01%
17,040
+2,013
49 50
51
52 53