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
276
$21.3M 0.06%
267,720
+101,034
277
$21.2M 0.06%
423,750
-15,650
278
$21.2M 0.06%
616,300
-43,016
279
$21M 0.05%
382,432
+187,563
280
$20.5M 0.05%
1,981,594
+89,526
281
$20.4M 0.05%
125,419
+7,179
282
$20.2M 0.05%
880,761
+163,057
283
$20.1M 0.05%
178,984
+3,218
284
$20.1M 0.05%
680,817
+173,820
285
$19.7M 0.05%
84,633
+4,160
286
$19.6M 0.05%
192,499
+13,101
287
$19.5M 0.05%
245,938
+57,914
288
$19.4M 0.05%
126,926
-7,551
289
$19.4M 0.05%
639,222
+5,040
290
$19.4M 0.05%
75,256
+820
291
$19.3M 0.05%
28,088
+16,365
292
$19.2M 0.05%
258,404
+76,293
293
$19.1M 0.05%
511,206
+48,152
294
$18.9M 0.05%
135,470
+38,369
295
$18.9M 0.05%
132,342
+2,481
296
$18.8M 0.05%
308,223
-10,059
297
$18.8M 0.05%
88,489
+3,465
298
$18.6M 0.05%
407,722
+60,858
299
$18.6M 0.05%
321,611
+981
300
$18.3M 0.05%
1,636,021
+402,065
10 11
12
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