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
1551
$414K ﹤0.01%
+7,350
1552
$414K ﹤0.01%
16,144
-279
1553
$411K ﹤0.01%
13,280
+850
1554
$410K ﹤0.01%
16,804
-1,641
1555
$409K ﹤0.01%
31,797
1556
$405K ﹤0.01%
5,349
+60
1557
$403K ﹤0.01%
9,050
+1,413
1558
$403K ﹤0.01%
3,906
+1,458
1559
$403K ﹤0.01%
3,214
-191
1560
$402K ﹤0.01%
+8,601
1561
$401K ﹤0.01%
6,222
+1,448
1562
$401K ﹤0.01%
41,593
1563
$400K ﹤0.01%
+1,985
1564
$400K ﹤0.01%
+7,218
1565
$400K ﹤0.01%
8,465
+1,905
1566
$400K ﹤0.01%
19,769
+3,891
1567
$399K ﹤0.01%
5,875
+210
1568
$399K ﹤0.01%
+5,590
1569
$398K ﹤0.01%
8,533
-118
1570
$396K ﹤0.01%
9,100
+2,357
1571
$395K ﹤0.01%
4,753
+982
1572
$395K ﹤0.01%
2,229
+59
1573
$394K ﹤0.01%
4,994
+334
1574
$394K ﹤0.01%
5,383
+650
1575
$391K ﹤0.01%
+4,070
61 62
63
64 65