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
1826
$207K ﹤0.01%
4,980
-209
1827
$207K ﹤0.01%
+2,912
1828
$206K ﹤0.01%
5,178
-33
1829
$206K ﹤0.01%
4,008
+59
1830
$203K ﹤0.01%
15,117
1831
$203K ﹤0.01%
+12,903
1832
$203K ﹤0.01%
+1,262
1833
$202K ﹤0.01%
2,189
-86
1834
$202K ﹤0.01%
+5,000
1835
$202K ﹤0.01%
13,196
+2,752
1836
$201K ﹤0.01%
+4,236
1837
$201K ﹤0.01%
2,275
-1,058
1838
$201K ﹤0.01%
+2,711
1839
$201K ﹤0.01%
+2,605
1840
$200K ﹤0.01%
+8,606
1841
$200K ﹤0.01%
+5,359
1842
$200K ﹤0.01%
+2,146
1843
$197K ﹤0.01%
+10,000
1844
$190K ﹤0.01%
15,983
-53,056
1845
$189K ﹤0.01%
+2,188
1846
$189K ﹤0.01%
241
1847
$187K ﹤0.01%
726
-14
1848
$177K ﹤0.01%
17,423
+423
1849
$171K ﹤0.01%
12,731
-213
1850
$166K ﹤0.01%
11,248
-11,373
72 73
74
75 76