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
1851
$159K ﹤0.01%
+45,751
1852
$158K ﹤0.01%
8,581
1853
$158K ﹤0.01%
+35,296
1854
$155K ﹤0.01%
21,700
1855
$153K ﹤0.01%
+8,202
1856
$145K ﹤0.01%
+1,264
1857
$143K ﹤0.01%
+14,605
1858
$140K ﹤0.01%
14,511
+3,020
1859
$140K ﹤0.01%
21,040
1860
$139K ﹤0.01%
958
-9
1861
$139K ﹤0.01%
+13,246
1862
$135K ﹤0.01%
+11,043
1863
$134K ﹤0.01%
12,000
1864
$131K ﹤0.01%
+10,693
1865
$129K ﹤0.01%
3,453
1866
$122K ﹤0.01%
+11,679
1867
$120K ﹤0.01%
+10,000
1868
$117K ﹤0.01%
11,535
+1,535
1869
$110K ﹤0.01%
+11,159
1870
$107K ﹤0.01%
+5,322
1871
$102K ﹤0.01%
3,229
-2,872
1872
$101K ﹤0.01%
+10,000
1873
$96K ﹤0.01%
+5,356
1874
$95K ﹤0.01%
14,748
-221
1875
$86K ﹤0.01%
2,451
+784
73 74
75
76 77