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
1426
$577K ﹤0.01%
1,645
+205
1427
$575K ﹤0.01%
9,637
-715
1428
$574K ﹤0.01%
31,789
+17,757
1429
$570K ﹤0.01%
36,719
+13,962
1430
$570K ﹤0.01%
11,852
+431
1431
$569K ﹤0.01%
4,860
+1,530
1432
$566K ﹤0.01%
4,989
+347
1433
$566K ﹤0.01%
9,228
+3,313
1434
$565K ﹤0.01%
6,889
+155
1435
$560K ﹤0.01%
+11,789
1436
$560K ﹤0.01%
8,191
-243
1437
$558K ﹤0.01%
3,702
+13
1438
$557K ﹤0.01%
14,876
+155
1439
$557K ﹤0.01%
22,735
+496
1440
$556K ﹤0.01%
41,450
1441
$555K ﹤0.01%
36,409
+1,987
1442
$550K ﹤0.01%
32,890
-3,047
1443
$549K ﹤0.01%
20,408
+208
1444
$549K ﹤0.01%
6,709
+881
1445
$547K ﹤0.01%
18,684
+4,410
1446
$547K ﹤0.01%
+2,922
1447
$546K ﹤0.01%
7,750
+650
1448
$545K ﹤0.01%
10,217
+648
1449
$544K ﹤0.01%
5,399
+14
1450
$543K ﹤0.01%
1,240
+134
56 57
58
59 60