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
1926
– –
-14,799
1927
– –
-10,300
1928
– –
-7,746
1929
– –
-15,430
1930
– –
-7,560
1931
– –
-1,774
1932
– –
-242,965
1933
– –
-2,235
1934
– –
-6,323
1935
– –
-7,155
1936
– –
-2,483
1937
– –
-18,900
1938
– –
-18,931
1939
– –
-6,369
1940
– –
-31,854
1941
– –
-2,510
1942
– –
-5,868
1943
– –
-10,564
1944
– –
-8,125
1945
– –
-333
1946
– –
-14,534
1947
– –
-3,777
1948
– –
-375
1949
– –
-10,982
1950
– –
-10,000
75 76 77
78
79