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
1801
$223K ﹤0.01%
9,621
+340
1802
$222K ﹤0.01%
+7,776
1803
$221K ﹤0.01%
+3,921
1804
$221K ﹤0.01%
2,801
-121
1805
$218K ﹤0.01%
+19,720
1806
$218K ﹤0.01%
18,767
-19,782
1807
$218K ﹤0.01%
+3,375
1808
$217K ﹤0.01%
7,609
+651
1809
$217K ﹤0.01%
+694
1810
$216K ﹤0.01%
5,126
-15,189
1811
$216K ﹤0.01%
5,407
+329
1812
$216K ﹤0.01%
+5,744
1813
$215K ﹤0.01%
+2,130
1814
$214K ﹤0.01%
5,933
+21
1815
$212K ﹤0.01%
7,026
-923
1816
$211K ﹤0.01%
21,767
-3,007
1817
$211K ﹤0.01%
+6,490
1818
$210K ﹤0.01%
+8,000
1819
$210K ﹤0.01%
2,685
1820
$209K ﹤0.01%
3,271
+61
1821
$209K ﹤0.01%
+5,000
1822
$209K ﹤0.01%
5,940
-116
1823
$208K ﹤0.01%
3,435
+7
1824
$207K ﹤0.01%
18,594
+7,859
1825
$207K ﹤0.01%
+628
71 72
73
74 75