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
1776
$236K ﹤0.01%
922
-232
1777
$235K ﹤0.01%
+3,963
1778
$235K ﹤0.01%
+4,802
1779
$234K ﹤0.01%
+9,528
1780
$234K ﹤0.01%
21,200
+530
1781
$234K ﹤0.01%
10,913
1782
$234K ﹤0.01%
234
-660
1783
$233K ﹤0.01%
6,878
+400
1784
$232K ﹤0.01%
1,497
+320
1785
$232K ﹤0.01%
12,337
+277
1786
$231K ﹤0.01%
1,288
-532
1787
$230K ﹤0.01%
+1,660
1788
$230K ﹤0.01%
21,714
-8,191
1789
$229K ﹤0.01%
4,039
-32
1790
$229K ﹤0.01%
13,905
+929
1791
$228K ﹤0.01%
8,500
1792
$227K ﹤0.01%
3,391
-999
1793
$226K ﹤0.01%
+2,475
1794
$226K ﹤0.01%
7,343
1795
$225K ﹤0.01%
+4,955
1796
$224K ﹤0.01%
20,000
1797
$224K ﹤0.01%
+10,306
1798
$223K ﹤0.01%
+12,183
1799
$223K ﹤0.01%
1,158
-257
1800
$223K ﹤0.01%
4,787
-75,639
70 71
72
73 74