JPMPWA

J.P. 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
$38.3B
AUM Growth
-$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$62.8M
3
+$59.2M
4
DVN icon
Devon Energy
DVN
+$58.4M
5
MCK icon
McKesson
MCK
+$57.9M

Top Sells

1
+$97.3M
2
+$44.8M
3
+$38.4M
4
CMI icon
Cummins
CMI
+$34.2M
5
APA icon
APA Corp
APA
+$33.4M

Sector Composition

1 Technology 15.92%
2 Healthcare 10.18%
3 Financials 8.87%
4 Consumer Discretionary 6.56%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.59B 4.16%
4,455,212
+89,229
2
$1.55B 4.04%
11,189,109
+294,231
3
$1.33B 3.48%
5,718,018
+295,352
4
$864M 2.26%
2,632,315
+119,979
5
$699M 1.83%
6,183,377
+369,138
6
$577M 1.51%
6,028,764
+519,804
7
$557M 1.46%
1,553,502
+51,970
8
$466M 1.22%
921,873
+117,239
9
$410M 1.07%
1,535,707
+119,648
10
$394M 1.03%
1,874,421
+86,134
11
$388M 1.01%
2,377,704
+102,055
12
$383M 1%
2,837,224
+108,518
13
$379M 0.99%
2,639,593
+167,862
14
$372M 0.97%
8,380,760
-226,010
15
$351M 0.92%
3,361,865
+97,057
16
$338M 0.88%
2,488,450
+214,604
17
$319M 0.83%
1,795,796
+1,415
18
$318M 0.83%
1,611,034
+16,624
19
$317M 0.83%
3,625,355
+201,326
20
$285M 0.74%
2,121,322
-151,635
21
$280M 0.73%
2,217,658
+291,379
22
$274M 0.72%
2,055,718
+148,486
23
$265M 0.69%
3,072,624
+139,256
24
$260M 0.68%
973,969
+104,723
25
$258M 0.68%
5,902,306
-278,482
1
2 3 4 5