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
1351
$706K ﹤0.01%
80,111
+5,111
1352
$705K ﹤0.01%
8,619
-167
1353
$703K ﹤0.01%
13,336
+3,424
1354
$698K ﹤0.01%
9,778
+421
1355
$695K ﹤0.01%
17,280
1356
$694K ﹤0.01%
3,716
+12
1357
$694K ﹤0.01%
7,709
+1,231
1358
$691K ﹤0.01%
+26,870
1359
$690K ﹤0.01%
23,720
+723
1360
$688K ﹤0.01%
53,981
-749
1361
$685K ﹤0.01%
8,556
+4,599
1362
$685K ﹤0.01%
13,146
+21
1363
$684K ﹤0.01%
14,179
+1,870
1364
$683K ﹤0.01%
13,696
+3,490
1365
$680K ﹤0.01%
6,914
+646
1366
$678K ﹤0.01%
19,583
+9,599
1367
$678K ﹤0.01%
13,236
+647
1368
$677K ﹤0.01%
37,901
+26,332
1369
$675K ﹤0.01%
12,594
+1,928
1370
$673K ﹤0.01%
7,626
+4,224
1371
$673K ﹤0.01%
14,450
-1,218
1372
$672K ﹤0.01%
+17,243
1373
$669K ﹤0.01%
6,814
+2,345
1374
$669K ﹤0.01%
133,868
1375
$668K ﹤0.01%
+11,409
53 54
55
56 57