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
351
$12.4M 0.03%
59,747
+5,583
352
$12.4M 0.03%
161,712
+13,491
353
$12.4M 0.03%
549,105
-638,405
354
$12.1M 0.03%
262,675
+48,751
355
$12M 0.03%
636,912
+13,696
356
$11.9M 0.03%
112,361
+18,291
357
$11.9M 0.03%
169,884
+166,760
358
$11.9M 0.03%
198,626
+8,500
359
$11.9M 0.03%
87,273
+3,197
360
$11.8M 0.03%
179,741
+45,541
361
$11.7M 0.03%
68,256
+26,761
362
$11.6M 0.03%
581,685
-115,917
363
$11.6M 0.03%
466,867
+14,124
364
$11.6M 0.03%
342,358
+85,727
365
$11.6M 0.03%
263,694
-50,034
366
$11.5M 0.03%
35,788
-5,109
367
$11.5M 0.03%
119,727
+51,585
368
$11.5M 0.03%
139,202
+13,951
369
$11.4M 0.03%
196,266
-12,358
370
$11.4M 0.03%
138,101
-196,021
371
$11.3M 0.03%
42,855
+2,697
372
$11.3M 0.03%
40,701
-3,476
373
$11.3M 0.03%
336,206
+49,894
374
$11.2M 0.03%
305,890
-81,820
375
$11.2M 0.03%
238,365
+20,340
13 14
15
16 17