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
1276
$834K ﹤0.01%
23,985
-501
1277
$834K ﹤0.01%
8,153
-7,900
1278
$833K ﹤0.01%
20,824
-2,755
1279
$831K ﹤0.01%
14,867
+9,148
1280
$831K ﹤0.01%
21,539
+14,015
1281
$831K ﹤0.01%
23,727
-13,574
1282
$826K ﹤0.01%
10,787
-561
1283
$824K ﹤0.01%
17,784
+5,838
1284
$824K ﹤0.01%
17,993
-2,010
1285
$823K ﹤0.01%
25,164
+1,722
1286
$821K ﹤0.01%
80,947
+16,138
1287
$817K ﹤0.01%
15,325
-612
1288
$817K ﹤0.01%
50,010
+11,813
1289
$817K ﹤0.01%
3,902
+665
1290
$816K ﹤0.01%
9,767
+607
1291
$815K ﹤0.01%
74,132
1292
$810K ﹤0.01%
24,101
+3,425
1293
$808K ﹤0.01%
+7,637
1294
$802K ﹤0.01%
29,263
-1,984
1295
$802K ﹤0.01%
+16,773
1296
$801K ﹤0.01%
+46,973
1297
$800K ﹤0.01%
2,563
-69
1298
$796K ﹤0.01%
5,157
-358
1299
$796K ﹤0.01%
+99,433
1300
$791K ﹤0.01%
15,344
-604
50 51
52
53 54