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
176
$49M 0.13%
197,891
-29,149
177
$48.8M 0.13%
179,238
+33,414
178
$48.3M 0.13%
327,413
+50,053
179
$47.8M 0.12%
163,710
+15,197
180
$47.6M 0.12%
246,237
-36,476
181
$46.7M 0.12%
127,925
+16,293
182
$46.3M 0.12%
741,644
+75,386
183
$46.2M 0.12%
1,583,650
+589,544
184
$46.2M 0.12%
1,020,082
+662,184
185
$45.8M 0.12%
379,888
+183,784
186
$45.5M 0.12%
324,507
+14,170
187
$45.4M 0.12%
606,088
-158,758
188
$45.1M 0.12%
1,535,147
+243,983
189
$45M 0.12%
297,012
-1,656
190
$44.6M 0.12%
639,898
+143,007
191
$44.1M 0.11%
879,978
+189,423
192
$43.9M 0.11%
681,102
+129,611
193
$43.3M 0.11%
528,232
+62,854
194
$43.3M 0.11%
1,249,043
+74,503
195
$42.1M 0.11%
1,137,519
+316,671
196
$41.7M 0.11%
347,339
+14,298
197
$41.6M 0.11%
61,259
+7,217
198
$41.3M 0.11%
147,843
-6,184
199
$40.6M 0.11%
561,773
+221,692
200
$40M 0.1%
113,819
+23,669
6 7
8
9 10