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
1376
$662K ﹤0.01%
30,605
+4,435
1377
$662K ﹤0.01%
+9,072
1378
$661K ﹤0.01%
6,676
-352
1379
$661K ﹤0.01%
34,827
-7,374
1380
$657K ﹤0.01%
+9,660
1381
$657K ﹤0.01%
4,845
-8,329
1382
$654K ﹤0.01%
+7,796
1383
$653K ﹤0.01%
+34,954
1384
$652K ﹤0.01%
10,605
+6,325
1385
$652K ﹤0.01%
15,422
-2,398
1386
$648K ﹤0.01%
21,049
+42
1387
$647K ﹤0.01%
20,599
+5,876
1388
$643K ﹤0.01%
64,000
1389
$642K ﹤0.01%
3,434
+384
1390
$642K ﹤0.01%
27,158
+2,105
1391
$642K ﹤0.01%
11,515
+8,192
1392
$641K ﹤0.01%
8,902
+2,593
1393
$634K ﹤0.01%
2,646
+328
1394
$634K ﹤0.01%
34,761
+22,581
1395
$630K ﹤0.01%
10,416
+878
1396
$626K ﹤0.01%
9,628
+768
1397
$625K ﹤0.01%
14,547
+7,812
1398
$624K ﹤0.01%
33,471
+4,205
1399
$624K ﹤0.01%
16,844
+2,150
1400
$624K ﹤0.01%
10,528
+166
54 55
56
57 58