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
376
$11.2M 0.03%
75,267
+11,172
377
$11.2M 0.03%
274,534
+55,179
378
$11.1M 0.03%
146,567
+4,217
379
$11M 0.03%
573,695
+251,460
380
$10.9M 0.03%
69,186
+6,420
381
$10.8M 0.03%
63,676
+5,067
382
$10.8M 0.03%
129,211
+282
383
$10.8M 0.03%
+168,121
384
$10.7M 0.03%
328,540
+141,145
385
$10.6M 0.03%
171,664
-11,661
386
$10.6M 0.03%
115,099
+8,679
387
$10.6M 0.03%
192,599
+7,742
388
$10.6M 0.03%
247,041
+6,140
389
$10.6M 0.03%
145,846
+139,964
390
$10.5M 0.03%
271,322
-101,121
391
$10.4M 0.03%
733,617
+56,070
392
$10.4M 0.03%
238,731
-99,805
393
$10.3M 0.03%
360,592
-4,243
394
$10.3M 0.03%
162,836
-32,006
395
$10.3M 0.03%
448,137
-99,310
396
$10.2M 0.03%
405,695
+50,588
397
$10.2M 0.03%
144,997
-11,494
398
$10.2M 0.03%
57,613
-12,619
399
$10.1M 0.03%
67,627
+11,238
400
$10M 0.03%
267,649
+164,868
14 15
16
17 18