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
1651
$321K ﹤0.01%
2,268
-107
1652
$319K ﹤0.01%
17,504
+1,011
1653
$317K ﹤0.01%
+5,320
1654
$317K ﹤0.01%
7,906
+1,923
1655
$317K ﹤0.01%
8,804
-716
1656
$317K ﹤0.01%
+2,126
1657
$316K ﹤0.01%
4,574
+311
1658
$316K ﹤0.01%
+6,136
1659
$315K ﹤0.01%
3,745
-160
1660
$314K ﹤0.01%
3,991
+178
1661
$312K ﹤0.01%
17,655
+370
1662
$312K ﹤0.01%
4,315
-700
1663
$311K ﹤0.01%
1,628
-325
1664
$311K ﹤0.01%
6,807
-430
1665
$311K ﹤0.01%
36,558
-3,282
1666
$311K ﹤0.01%
+5,858
1667
$311K ﹤0.01%
16,600
-2,302
1668
$310K ﹤0.01%
1,216
-596
1669
$309K ﹤0.01%
15,000
+5,000
1670
$309K ﹤0.01%
2,245
+256
1671
$307K ﹤0.01%
11,118
+1,733
1672
$305K ﹤0.01%
+3,934
1673
$303K ﹤0.01%
6,413
1674
$302K ﹤0.01%
3,441
+193
1675
$301K ﹤0.01%
3,583
+592
65 66
67
68 69