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
451
$7.59M 0.02%
45,676
+3,091
452
$7.53M 0.02%
34,471
-9,098
453
$7.49M 0.02%
66,010
-4,211
454
$7.48M 0.02%
6,900
-1,235
455
$7.48M 0.02%
85,628
-12,016
456
$7.39M 0.02%
115,525
+2,192
457
$7.39M 0.02%
94,481
-49,458
458
$7.35M 0.02%
35,351
-8,324
459
$7.32M 0.02%
54,585
+19,657
460
$7.3M 0.02%
263,035
+11,010
461
$7.26M 0.02%
165,060
+11,610
462
$7.21M 0.02%
167,725
-67,976
463
$7.15M 0.02%
115,635
+6,490
464
$7.14M 0.02%
13,606
-10,596
465
$7.11M 0.02%
194,513
+3,090
466
$7.1M 0.02%
55,328
-1,040
467
$7.1M 0.02%
+59,848
468
$7.09M 0.02%
162,874
-4,332
469
$7.08M 0.02%
138,610
-18,480
470
$7.07M 0.02%
66,914
+897
471
$7.07M 0.02%
457,278
+23,784
472
$7.06M 0.02%
123,784
-11,255
473
$7.06M 0.02%
34,067
-174
474
$6.95M 0.02%
265,970
-64,022
475
$6.87M 0.02%
37,912
+2,416
17 18
19
20 21