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
1626
$350K ﹤0.01%
343
+35
1627
$346K ﹤0.01%
3,534
+146
1628
$345K ﹤0.01%
+3,302
1629
$345K ﹤0.01%
2,291
+906
1630
$344K ﹤0.01%
7,772
-2,873
1631
$343K ﹤0.01%
4,725
+525
1632
$341K ﹤0.01%
1,427
-11
1633
$340K ﹤0.01%
+12,319
1634
$339K ﹤0.01%
+8,361
1635
$339K ﹤0.01%
3,410
+25
1636
$337K ﹤0.01%
10,243
-183,982
1637
$337K ﹤0.01%
7,200
+200
1638
$335K ﹤0.01%
+3,552
1639
$334K ﹤0.01%
34,638
+23,993
1640
$334K ﹤0.01%
+6,597
1641
$331K ﹤0.01%
2,232
-253
1642
$331K ﹤0.01%
2,002
+155
1643
$326K ﹤0.01%
9,546
+1,405
1644
$326K ﹤0.01%
+6,845
1645
$325K ﹤0.01%
+6,935
1646
$324K ﹤0.01%
+12,587
1647
$324K ﹤0.01%
82,780
+3,779
1648
$323K ﹤0.01%
10,839
+5,617
1649
$321K ﹤0.01%
38,236
-16,639
1650
$321K ﹤0.01%
14,820
64 65
66
67 68