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
$38.3B
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
226
$30.1M 0.08%
160,907
-5,086
227
$30M 0.08%
481,186
+468,059
228
$29.9M 0.08%
1,951,561
+169,805
229
$29.8M 0.08%
190,797
+4,338
230
$29.6M 0.08%
144,455
-3,755
231
$29.2M 0.08%
101,795
+1,813
232
$29.1M 0.08%
813,527
+68,861
233
$28.7M 0.08%
212,124
+50,459
234
$28.6M 0.07%
191,301
+109,627
235
$28.5M 0.07%
451,749
+16,573
236
$28.3M 0.07%
524,439
+32,458
237
$28.3M 0.07%
726,589
-105,958
238
$28.1M 0.07%
134,169
+16,324
239
$28.1M 0.07%
125,427
+6,590
240
$27.9M 0.07%
626,706
+28,272
241
$27.2M 0.07%
232,610
+10,288
242
$27M 0.07%
879,019
-93,548
243
$27M 0.07%
346,967
+43,978
244
$26.9M 0.07%
163,194
+70,039
245
$26.5M 0.07%
196,174
+7,379
246
$25.8M 0.07%
213,111
+154
247
$25.5M 0.07%
204,620
+86,916
248
$25.5M 0.07%
+746,131
249
$25.3M 0.07%
234,394
+6,894
250
$25.3M 0.07%
273,707
-47,185
8 9
10
11 12