JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 10.66%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$74K ﹤0.01%
10,957
-82
1877
$59K ﹤0.01%
10,000
1878
$56K ﹤0.01%
+12,390
1879
$53K ﹤0.01%
+10
1880
$47K ﹤0.01%
+21,000
1881
$45K ﹤0.01%
+49,998
1882
$44K ﹤0.01%
26,000
1883
$39K ﹤0.01%
+10,000
1884
$33K ﹤0.01%
+563
1885
$32K ﹤0.01%
+1,264
1886
$30K ﹤0.01%
+2,571
1887
$29K ﹤0.01%
+12,285
1888
– –
0
1889
$21K ﹤0.01%
1,500
1890
$20K ﹤0.01%
+1,000
1891
$18K ﹤0.01%
+549
1892
$15K ﹤0.01%
+10,631
1893
$10K ﹤0.01%
500
1894
$8K ﹤0.01%
1
-1
1895
– –
-4,218
1896
– –
-10,358
1897
– –
-2,735
1898
– –
-4,903
1899
– –
-6,915
1900
– –
-13,214
74 75
76
77 78