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
251
$25.2M 0.07%
65,179
+4,095
252
$25.1M 0.07%
300,758
-60,850
253
$25M 0.07%
233,978
-12,937
254
$24.8M 0.06%
643,919
+9,942
255
$24.8M 0.06%
61
+1
256
$24.7M 0.06%
122,116
+6,154
257
$24.5M 0.06%
90,655
+9,571
258
$24.3M 0.06%
228,972
-8,208
259
$24.2M 0.06%
804,450
+489,500
260
$24.1M 0.06%
232,044
+74,820
261
$24.1M 0.06%
147,351
-1,983
262
$24.1M 0.06%
464,048
-6,017
263
$24.1M 0.06%
525,892
+11,443
264
$23.7M 0.06%
285,639
+13,953
265
$23.5M 0.06%
469,374
+21,696
266
$23.4M 0.06%
76,709
+1,122
267
$23.1M 0.06%
278,279
-10,186
268
$23M 0.06%
648,492
+413,696
269
$22.7M 0.06%
276,720
-38,850
270
$22.5M 0.06%
650,971
-6,579
271
$22.4M 0.06%
335,162
+38,025
272
$22.1M 0.06%
321,889
-61,430
273
$21.9M 0.06%
79,314
+2,099
274
$21.8M 0.06%
729,755
-526,877
275
$21.7M 0.06%
820,073
-33,357
9 10
11
12 13