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
326
$14.8M 0.04%
613,017
-85,467
327
$14.7M 0.04%
222,769
+23,001
328
$14.7M 0.04%
193,163
-172,729
329
$14.5M 0.04%
248,567
+231,496
330
$14.4M 0.04%
852,499
+79,021
331
$14.4M 0.04%
330,344
+10,733
332
$14.2M 0.04%
186,852
-1,390
333
$14.2M 0.04%
56,263
-6,320
334
$14.2M 0.04%
186,509
-1,930
335
$14.1M 0.04%
125,329
+7,466
336
$14.1M 0.04%
155,706
-133
337
$13.9M 0.04%
108,783
+42,613
338
$13.8M 0.04%
288,031
-27,128
339
$13.7M 0.04%
198,403
+71,066
340
$13.7M 0.04%
400,180
-326
341
$13.7M 0.04%
950,054
+553,315
342
$13.3M 0.03%
234,595
+42,388
343
$13.2M 0.03%
261,182
+3,589
344
$13.2M 0.03%
384,601
-975,770
345
$12.9M 0.03%
774,236
+469
346
$12.8M 0.03%
119,975
-88,119
347
$12.8M 0.03%
44,160
+12,826
348
$12.7M 0.03%
255,171
-34,318
349
$12.6M 0.03%
312,676
+10,279
350
$12.5M 0.03%
103,747
-121,111
12 13
14
15 16