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
1451
$542K ﹤0.01%
7,855
-603
1452
$539K ﹤0.01%
850
+56
1453
$538K ﹤0.01%
36,428
-3,118
1454
$536K ﹤0.01%
+7,543
1455
$536K ﹤0.01%
16,717
+74
1456
$533K ﹤0.01%
4,143
+1,086
1457
$533K ﹤0.01%
2,343
+335
1458
$532K ﹤0.01%
21,983
-19,794
1459
$532K ﹤0.01%
+17,768
1460
$531K ﹤0.01%
3,293
+1,197
1461
$530K ﹤0.01%
+58,607
1462
$529K ﹤0.01%
+2,509
1463
$525K ﹤0.01%
14,494
+8,107
1464
$525K ﹤0.01%
15,000
1465
$521K ﹤0.01%
8,207
-127
1466
$519K ﹤0.01%
8,756
-820
1467
$518K ﹤0.01%
+12,278
1468
$517K ﹤0.01%
9,407
+610
1469
$512K ﹤0.01%
9,950
+495
1470
$511K ﹤0.01%
3,941
+1,704
1471
$511K ﹤0.01%
4,958
+157
1472
$510K ﹤0.01%
+4,486
1473
$507K ﹤0.01%
7,979
+2,747
1474
$507K ﹤0.01%
47,673
+23,229
1475
$506K ﹤0.01%
5,588
-27,249
57 58
59
60 61