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
1726
$258K ﹤0.01%
4,600
1727
$258K ﹤0.01%
+7,623
1728
$257K ﹤0.01%
37,259
+10,042
1729
$256K ﹤0.01%
20,322
+8,321
1730
$256K ﹤0.01%
3,400
1731
$254K ﹤0.01%
17,000
1732
$254K ﹤0.01%
15,854
-179
1733
$253K ﹤0.01%
5,541
1734
$252K ﹤0.01%
+2,513
1735
$252K ﹤0.01%
10,261
-1,293
1736
$252K ﹤0.01%
+2,964
1737
$252K ﹤0.01%
+4,723
1738
$251K ﹤0.01%
+1,180
1739
$251K ﹤0.01%
+3,474
1740
$251K ﹤0.01%
2,349
1741
$250K ﹤0.01%
1,141
-118
1742
$249K ﹤0.01%
9,094
-3,671
1743
$249K ﹤0.01%
+1,540
1744
$249K ﹤0.01%
2,188
+72
1745
$248K ﹤0.01%
16,568
+1,081
1746
$248K ﹤0.01%
3,077
+350
1747
$247K ﹤0.01%
4,494
+330
1748
$247K ﹤0.01%
18,140
1749
$247K ﹤0.01%
+5,278
1750
$247K ﹤0.01%
11,811
+162
68 69
70
71 72