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
1301
$787K ﹤0.01%
77,341
+37,284
1302
$787K ﹤0.01%
48,000
1303
$782K ﹤0.01%
6,678
-2,060
1304
$780K ﹤0.01%
+8,726
1305
$779K ﹤0.01%
58,821
+18,370
1306
$777K ﹤0.01%
11,701
+1,533
1307
$777K ﹤0.01%
4,614
-2,997
1308
$777K ﹤0.01%
4,074
+1,274
1309
$777K ﹤0.01%
50,640
-15,537
1310
$776K ﹤0.01%
11,086
+6,632
1311
$776K ﹤0.01%
12,439
+1,553
1312
$774K ﹤0.01%
17,025
+1,712
1313
$773K ﹤0.01%
7,461
+2,230
1314
$773K ﹤0.01%
7,733
+3,587
1315
$773K ﹤0.01%
30,552
+1,631
1316
$772K ﹤0.01%
3,479
+1,854
1317
$770K ﹤0.01%
16,187
+8,146
1318
$770K ﹤0.01%
7,311
+321
1319
$765K ﹤0.01%
12,955
+4,706
1320
$765K ﹤0.01%
16,014
+311
1321
$764K ﹤0.01%
6,953
+2,101
1322
$762K ﹤0.01%
+5,548
1323
$761K ﹤0.01%
16,248
+104
1324
$759K ﹤0.01%
14,262
+6,567
1325
$752K ﹤0.01%
20,434
-2,880
51 52
53
54 55