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
1901
– –
-31,854
1902
– –
-2,510
1903
– –
-5,868
1904
– –
-10,564
1905
– –
-8,125
1906
– –
-84,101
1907
– –
-510
1908
– –
-2,813
1909
– –
-2,415
1910
– –
-20,908
1911
– –
-4,218
1912
– –
-10,358
1913
– –
-3,777
1914
– –
-13,780
1915
– –
-3,039
1916
– –
-65,736
1917
– –
-4,349
1918
– –
-24,670
1919
– –
-8,992
1920
– –
-733
1921
– –
-4,400
1922
– –
-280,800
1923
– –
-5,821
1924
– –
-10,000
1925
– –
-2,468
75 76
77
78 79