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
1576
$391K ﹤0.01%
+36,421
1577
$389K ﹤0.01%
9,937
+13
1578
$388K ﹤0.01%
28,750
+10,881
1579
$388K ﹤0.01%
145,998
1580
$386K ﹤0.01%
833
-44
1581
$386K ﹤0.01%
+3,975
1582
$386K ﹤0.01%
5,822
+2,310
1583
$386K ﹤0.01%
1,474
-1,025
1584
$385K ﹤0.01%
+3,661
1585
$384K ﹤0.01%
+8,507
1586
$384K ﹤0.01%
+9,190
1587
$384K ﹤0.01%
1,493
+70
1588
$382K ﹤0.01%
2,503
+358
1589
$380K ﹤0.01%
6,819
+1
1590
$380K ﹤0.01%
21,542
+1,892
1591
$379K ﹤0.01%
2,884
+139
1592
$377K ﹤0.01%
7,574
-1,531
1593
$377K ﹤0.01%
12,275
-8,346
1594
$376K ﹤0.01%
16,042
+4,143
1595
$375K ﹤0.01%
9,708
+612
1596
$375K ﹤0.01%
7,943
-231
1597
$375K ﹤0.01%
5,495
+649
1598
$373K ﹤0.01%
3,132
+118
1599
$373K ﹤0.01%
8,594
-125,483
1600
$372K ﹤0.01%
5,452
+531
62 63
64
65 66