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
1701
$275K ﹤0.01%
+7,909
1702
$275K ﹤0.01%
+9,401
1703
$275K ﹤0.01%
3,643
+556
1704
$274K ﹤0.01%
+10,192
1705
$274K ﹤0.01%
+3,162
1706
$273K ﹤0.01%
+6,168
1707
$271K ﹤0.01%
1,317
-46
1708
$270K ﹤0.01%
8,033
+1,551
1709
$269K ﹤0.01%
11,675
+276
1710
$267K ﹤0.01%
1,332
+113
1711
$266K ﹤0.01%
5,509
1712
$266K ﹤0.01%
+4,883
1713
$266K ﹤0.01%
11,628
-3,692
1714
$265K ﹤0.01%
+12,483
1715
$265K ﹤0.01%
16,250
1716
$265K ﹤0.01%
7,779
+66
1717
$264K ﹤0.01%
3,894
+52
1718
$263K ﹤0.01%
28,823
-31,390
1719
$262K ﹤0.01%
3,788
-18,721
1720
$261K ﹤0.01%
4,694
-336
1721
$261K ﹤0.01%
+5,643
1722
$259K ﹤0.01%
+1,050
1723
$259K ﹤0.01%
22,022
-4,126
1724
$259K ﹤0.01%
17,500
-10,350
1725
$258K ﹤0.01%
+6,912
67 68
69
70 71