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
1501
$469K ﹤0.01%
4,780
+1
1502
$467K ﹤0.01%
29,586
-3,239
1503
$465K ﹤0.01%
6,020
-6,396
1504
$463K ﹤0.01%
10,958
+1,840
1505
$462K ﹤0.01%
+14,138
1506
$462K ﹤0.01%
+11,477
1507
$460K ﹤0.01%
6,224
+2,532
1508
$460K ﹤0.01%
5,089
+307
1509
$459K ﹤0.01%
4,373
+1,037
1510
$459K ﹤0.01%
17,364
-372
1511
$458K ﹤0.01%
11,762
+825
1512
$458K ﹤0.01%
3,623
+12
1513
$456K ﹤0.01%
2,355
+1,174
1514
$455K ﹤0.01%
+4,939
1515
$453K ﹤0.01%
7,308
+1,110
1516
$451K ﹤0.01%
5,778
+312
1517
$451K ﹤0.01%
2,720
-11,420
1518
$450K ﹤0.01%
8,547
-1,655
1519
$450K ﹤0.01%
11,016
+117
1520
$450K ﹤0.01%
29,265
+2,382
1521
$448K ﹤0.01%
+23,588
1522
$448K ﹤0.01%
6,023
-130
1523
$447K ﹤0.01%
10,472
+376
1524
$446K ﹤0.01%
+21,172
1525
$444K ﹤0.01%
8,402
-297
59 60
61
62 63