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
126
$75.4M 0.2%
1,604,634
+234,939
127
$75.1M 0.19%
353,337
+89,764
128
$75.1M 0.19%
308,136
+54,972
129
$73.4M 0.19%
133,590
+56,553
130
$72.7M 0.19%
3,987,344
+932,880
131
$72M 0.19%
386,357
+58,170
132
$71.6M 0.19%
312,150
+243
133
$71.1M 0.18%
481,228
+79,902
134
$69.2M 0.18%
1,808,891
+471,700
135
$69.1M 0.18%
1,506,739
+488,787
136
$68.1M 0.18%
1,223,341
+321,799
137
$67.7M 0.18%
277,566
+60,464
138
$65.7M 0.17%
787,621
+188,572
139
$65.5M 0.17%
624,872
+158,256
140
$64.8M 0.17%
629,897
+134,522
141
$63.9M 0.17%
1,314,466
+590,611
142
$63.8M 0.17%
706,375
+453,469
143
$63.3M 0.16%
433,550
+223,680
144
$63.1M 0.16%
205,532
+20,096
145
$62.8M 0.16%
112,792
+28,667
146
$62.2M 0.16%
155,870
+12,739
147
$61.7M 0.16%
379,847
+172,078
148
$61.3M 0.16%
211,688
+29,000
149
$61.1M 0.16%
1,969,100
+687,550
150
$61M 0.16%
251,446
+2,936
4 5
6
7 8