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
1476
$505K ﹤0.01%
27,838
-644
1477
$503K ﹤0.01%
11,440
1478
$502K ﹤0.01%
16,474
+5,320
1479
$499K ﹤0.01%
7,795
+541
1480
$496K ﹤0.01%
2,548
+310
1481
$496K ﹤0.01%
+6,733
1482
$495K ﹤0.01%
7,425
+171
1483
$495K ﹤0.01%
+14,480
1484
$492K ﹤0.01%
+6,472
1485
$491K ﹤0.01%
9,532
+2,338
1486
$490K ﹤0.01%
17,297
+5,947
1487
$490K ﹤0.01%
5,390
-126
1488
$490K ﹤0.01%
17,929
+6,098
1489
$489K ﹤0.01%
6,296
+904
1490
$488K ﹤0.01%
17,192
+418
1491
$488K ﹤0.01%
12,358
-99
1492
$486K ﹤0.01%
11,256
+19
1493
$486K ﹤0.01%
15,798
+1,809
1494
$484K ﹤0.01%
7,890
+2,403
1495
$478K ﹤0.01%
14,953
-42
1496
$476K ﹤0.01%
5,110
+1,171
1497
$476K ﹤0.01%
12,745
+1,320
1498
$472K ﹤0.01%
24,070
+1,112
1499
$472K ﹤0.01%
2,080
1500
$471K ﹤0.01%
13,514
58 59
60
61 62