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
201
$40M 0.1%
280,573
+46,455
202
$39.7M 0.1%
491,067
+29,443
203
$39.1M 0.1%
537,452
-143,787
204
$38.8M 0.1%
1,969,014
+628,186
205
$38.6M 0.1%
390,504
-19,489
206
$38.4M 0.1%
177,268
-50,817
207
$38.3M 0.1%
204,063
+53,735
208
$37.9M 0.1%
228,910
+35,272
209
$37.7M 0.1%
351,500
-47,549
210
$37.7M 0.1%
523,775
+105,373
211
$37.4M 0.1%
1,649,744
+645,168
212
$37.2M 0.1%
143,252
+18,770
213
$37.2M 0.1%
227,279
+28,187
214
$37.2M 0.1%
272,353
+43,402
215
$36.6M 0.09%
986,851
+174,224
216
$36.5M 0.09%
573,392
+184,105
217
$36.1M 0.09%
584,136
+114,912
218
$36.1M 0.09%
503,631
-289,179
219
$35.9M 0.09%
545,904
+106,497
220
$35.8M 0.09%
160,243
+27,546
221
$35.6M 0.09%
368,951
+39,340
222
$34.8M 0.09%
816,373
+355,264
223
$33.8M 0.09%
74,715
+24,191
224
$33.7M 0.09%
1,277,291
+136,614
225
$33.5M 0.09%
197,471
+25,185
7 8
9
10 11