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
1676
$301K ﹤0.01%
4,556
+56
1677
$301K ﹤0.01%
9,086
+89
1678
$300K ﹤0.01%
3,231
+281
1679
$298K ﹤0.01%
10,140
+859
1680
$295K ﹤0.01%
+2,652
1681
$295K ﹤0.01%
17,098
-145
1682
$295K ﹤0.01%
11,903
-204
1683
$294K ﹤0.01%
+6,123
1684
$292K ﹤0.01%
7,340
1685
$291K ﹤0.01%
2,833
-75
1686
$291K ﹤0.01%
9,930
+380
1687
$291K ﹤0.01%
+4,890
1688
$290K ﹤0.01%
12,380
-187
1689
$286K ﹤0.01%
20,556
+3,893
1690
$286K ﹤0.01%
4,993
+1,157
1691
$286K ﹤0.01%
28,880
+11,588
1692
$284K ﹤0.01%
10,396
+15
1693
$280K ﹤0.01%
+10,278
1694
$280K ﹤0.01%
8,428
+129
1695
$279K ﹤0.01%
1,439
+88
1696
$279K ﹤0.01%
+4,783
1697
$278K ﹤0.01%
+7,383
1698
$277K ﹤0.01%
+8,544
1699
$277K ﹤0.01%
+8,332
1700
$276K ﹤0.01%
+20,000
66 67
68
69 70