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
301
$18.3M 0.05%
1,308,414
+66,708
302
$18.2M 0.05%
244,169
-468
303
$18.1M 0.05%
626,830
+31,435
304
$17.9M 0.05%
186,027
-10,451
305
$17.7M 0.05%
1,132,642
+71,159
306
$17.3M 0.05%
77,702
+1,134
307
$17.1M 0.04%
217,357
-24,235
308
$17.1M 0.04%
218,269
+3,850
309
$16.7M 0.04%
59,453
+192
310
$16.6M 0.04%
641,179
-1,216,333
311
$16.4M 0.04%
549,062
-47,393
312
$16M 0.04%
118,337
+997
313
$15.9M 0.04%
374,338
+162,271
314
$15.9M 0.04%
238,208
+2,091
315
$15.8M 0.04%
38,009
-1,346
316
$15.6M 0.04%
125,019
+625
317
$15.6M 0.04%
200,259
+42,056
318
$15.6M 0.04%
168,024
+5,838
319
$15.5M 0.04%
91,147
-3,681
320
$15.5M 0.04%
57,700
-3,458
321
$15.4M 0.04%
647,426
-13,359
322
$15.3M 0.04%
52,139
-647
323
$15.2M 0.04%
563,551
+154,136
324
$15.1M 0.04%
244,756
-1,965
325
$15M 0.04%
49,588
-32,603
11 12
13
14 15