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
401
$10M 0.03%
187,152
-1,605
402
$9.92M 0.03%
347,464
+30,881
403
$9.91M 0.03%
372,177
-752
404
$9.88M 0.03%
895,531
-2,012
405
$9.82M 0.03%
67,849
+6,709
406
$9.82M 0.03%
109,094
+810
407
$9.72M 0.03%
611,915
+16,640
408
$9.71M 0.03%
232,869
+14,835
409
$9.69M 0.03%
480,165
+22,413
410
$9.66M 0.03%
94,792
+5,988
411
$9.6M 0.03%
52,243
-4,450
412
$9.58M 0.03%
102,351
+14,868
413
$9.52M 0.02%
318,774
+9,457
414
$9.43M 0.02%
116,430
+247
415
$9.34M 0.02%
99,092
+96,491
416
$9.33M 0.02%
+227,444
417
$9.28M 0.02%
244,796
+210,537
418
$8.85M 0.02%
35,959
+16,984
419
$8.81M 0.02%
190,972
-33,138
420
$8.77M 0.02%
70,532
+594
421
$8.76M 0.02%
67,269
+799
422
$8.71M 0.02%
619,140
-92,342
423
$8.65M 0.02%
113,667
-1,457
424
$8.65M 0.02%
108,116
-75,535
425
$8.58M 0.02%
156,110
-14,002
15 16
17
18 19