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
1751
$247K ﹤0.01%
+4,809
1752
$246K ﹤0.01%
2,359
-3,691
1753
$246K ﹤0.01%
2,997
+365
1754
$246K ﹤0.01%
7,299
+682
1755
$245K ﹤0.01%
2,671
-373
1756
$245K ﹤0.01%
+3,075
1757
$245K ﹤0.01%
+3,541
1758
$243K ﹤0.01%
2,850
-685
1759
$243K ﹤0.01%
2,460
+145
1760
$243K ﹤0.01%
+11,450
1761
$242K ﹤0.01%
999
-72
1762
$242K ﹤0.01%
+8,404
1763
$241K ﹤0.01%
2,577
+594
1764
$241K ﹤0.01%
+41,485
1765
$240K ﹤0.01%
167,000
1766
$240K ﹤0.01%
10,665
-2,131
1767
$239K ﹤0.01%
+259
1768
$239K ﹤0.01%
7,846
-483
1769
$239K ﹤0.01%
+20,845
1770
$239K ﹤0.01%
9,437
+51
1771
$237K ﹤0.01%
15,000
1772
$237K ﹤0.01%
+5,052
1773
$237K ﹤0.01%
2,800
1774
$236K ﹤0.01%
+8,302
1775
$236K ﹤0.01%
+6,352
69 70
71
72 73