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
426
$8.54M 0.02%
148,620
+2,055
427
$8.52M 0.02%
102,609
+4,980
428
$8.47M 0.02%
112,734
-62,525
429
$8.38M 0.02%
79,783
-8,222
430
$8.36M 0.02%
169,084
-5,242
431
$8.36M 0.02%
253,084
-12,042
432
$8.35M 0.02%
208,607
+37,433
433
$8.33M 0.02%
77,054
-9,184
434
$8.29M 0.02%
114,637
+86,033
435
$8.17M 0.02%
150,767
+5,167
436
$8.11M 0.02%
99,827
-171
437
$8.1M 0.02%
216,183
+251
438
$8.09M 0.02%
73,592
-5,875
439
$8.05M 0.02%
72,970
+43,830
440
$8.03M 0.02%
4,886
-4,270
441
$8.02M 0.02%
249,890
-2,077
442
$8.01M 0.02%
281,220
-17,125
443
$8M 0.02%
89,229
-5,950
444
$7.99M 0.02%
42,534
-847
445
$7.95M 0.02%
357,423
-34,777
446
$7.93M 0.02%
97,433
+34,346
447
$7.9M 0.02%
157,867
-84
448
$7.86M 0.02%
565,549
+1,244
449
$7.73M 0.02%
107,642
+70,805
450
$7.66M 0.02%
302,179
-20,158
16 17
18
19 20