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
1926
– –
-26,823
1927
– –
-13,277
1928
– –
-2,735
1929
– –
-19,613
1930
– –
-2,444
1931
– –
-15,301
1932
– –
-10,060
1933
– –
-11,834
1934
– –
-2,260
1935
– –
-14,799
1936
– –
-10,300
1937
– –
-7,746
1938
– –
-15,430
1939
– –
-7,560
1940
– –
-1,774
1941
– –
-242,965
1942
– –
-2,235
1943
– –
-6,323
1944
– –
-333
1945
– –
-14,534
1946
– –
-4,903
1947
– –
-6,915
1948
– –
-13,214
1949
– –
-375
1950
– –
-10,982
75 76 77
78
79