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
1401
$615K ﹤0.01%
3,174
-177
1402
$615K ﹤0.01%
11,293
-8,073
1403
$611K ﹤0.01%
6,470
-4,334
1404
$609K ﹤0.01%
3,723
+710
1405
$607K ﹤0.01%
1,280
+244
1406
$607K ﹤0.01%
7,537
+3,272
1407
$603K ﹤0.01%
3,698
-57
1408
$602K ﹤0.01%
15,603
-475
1409
$601K ﹤0.01%
34,159
+4,684
1410
$601K ﹤0.01%
10,254
+442
1411
$600K ﹤0.01%
25,664
+14,433
1412
$598K ﹤0.01%
+7,727
1413
$597K ﹤0.01%
+4,530
1414
$595K ﹤0.01%
19,702
+708
1415
$594K ﹤0.01%
29,944
+7,185
1416
$591K ﹤0.01%
7,715
-5,686
1417
$591K ﹤0.01%
30,264
+86
1418
$590K ﹤0.01%
18,676
-1,269
1419
$587K ﹤0.01%
+22,588
1420
$587K ﹤0.01%
6,575
+2,236
1421
$585K ﹤0.01%
11,753
-2,490
1422
$585K ﹤0.01%
+25,000
1423
$580K ﹤0.01%
7,680
+1,531
1424
$578K ﹤0.01%
5,244
+2,274
1425
$578K ﹤0.01%
5,025
+607
55 56
57
58 59