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
151
$59.9M 0.16%
264,555
+25,821
152
$59.9M 0.15%
893,476
+300,230
153
$59.7M 0.15%
68,187
-4,051
154
$59.6M 0.15%
765,933
+15,558
155
$59.4M 0.15%
2,731,204
-533,976
156
$59.2M 0.15%
298,820
+39,678
157
$58.3M 0.15%
110,446
+14,415
158
$57.7M 0.15%
181,384
+49,793
159
$57.2M 0.15%
454,350
-16,050
160
$55.9M 0.14%
321,605
+17,412
161
$55.3M 0.14%
397,027
+25,895
162
$55.3M 0.14%
662,402
+168,303
163
$54.7M 0.14%
419,597
+95,706
164
$53.5M 0.14%
1,335,308
+463,605
165
$52.9M 0.14%
394,558
+111,063
166
$52.5M 0.14%
343,067
+335,857
167
$52.5M 0.14%
713,399
-52,372
168
$52.3M 0.14%
127,541
+7,331
169
$52.2M 0.14%
825,420
+90,832
170
$50.7M 0.13%
2,932,127
+2,905,981
171
$50M 0.13%
768,690
+85,360
172
$49.5M 0.13%
61,702
+14,936
173
$49.5M 0.13%
157,681
+1,100
174
$49.5M 0.13%
1,890,204
+543,209
175
$49.3M 0.13%
502,201
+122,006
5 6
7
8 9