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
1601
$372K ﹤0.01%
9,686
+601
1602
$372K ﹤0.01%
10,908
+822
1603
$370K ﹤0.01%
+4,519
1604
$369K ﹤0.01%
3,105
-27
1605
$369K ﹤0.01%
8,656
+3,394
1606
$369K ﹤0.01%
+6,866
1607
$368K ﹤0.01%
7,232
+2,789
1608
$368K ﹤0.01%
5,906
+314
1609
$368K ﹤0.01%
8,942
-2,032
1610
$365K ﹤0.01%
12,097
-6,020
1611
$365K ﹤0.01%
8,756
+1,199
1612
$364K ﹤0.01%
9,290
-3,108
1613
$363K ﹤0.01%
2,696
+192
1614
$362K ﹤0.01%
+7,151
1615
$362K ﹤0.01%
+5,459
1616
$361K ﹤0.01%
9,625
-1,723
1617
$361K ﹤0.01%
3,665
-1
1618
$360K ﹤0.01%
+21,365
1619
$358K ﹤0.01%
2,174
+824
1620
$358K ﹤0.01%
24,910
-1,738
1621
$355K ﹤0.01%
13,296
+1,024
1622
$354K ﹤0.01%
20,409
+2,207
1623
$354K ﹤0.01%
15,935
+5,149
1624
$353K ﹤0.01%
13,259
+876
1625
$353K ﹤0.01%
4,646
-74
63 64
65
66 67