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
1526
$443K ﹤0.01%
16,839
+49
1527
$442K ﹤0.01%
5,252
+926
1528
$439K ﹤0.01%
+7,647
1529
$437K ﹤0.01%
4,967
+6
1530
$437K ﹤0.01%
1,917
+409
1531
$437K ﹤0.01%
2,534
+32
1532
$436K ﹤0.01%
1,964
+924
1533
$435K ﹤0.01%
+11,582
1534
$434K ﹤0.01%
16,679
+4,111
1535
$433K ﹤0.01%
12,816
+114
1536
$429K ﹤0.01%
25,455
1537
$428K ﹤0.01%
7,852
+1,389
1538
$425K ﹤0.01%
+8,835
1539
$424K ﹤0.01%
+4,289
1540
$421K ﹤0.01%
+3,981
1541
$419K ﹤0.01%
+6,759
1542
$419K ﹤0.01%
+4,958
1543
$418K ﹤0.01%
53,247
+18,319
1544
$417K ﹤0.01%
5,567
-10,564
1545
$417K ﹤0.01%
10,786
+1,660
1546
$417K ﹤0.01%
8,573
+1,319
1547
$416K ﹤0.01%
27,705
+12,214
1548
$416K ﹤0.01%
9,603
+993
1549
$415K ﹤0.01%
9,177
+1,606
1550
$415K ﹤0.01%
2,786
+53
60 61
62
63 64