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
26
$254M 0.66%
20,959,770
+105,460
27
$252M 0.66%
1,529,805
+199,327
28
$251M 0.66%
2,612,409
+94,449
29
$251M 0.66%
530,740
+36,399
30
$249M 0.65%
903,131
+48,385
31
$236M 0.62%
2,322,145
+15,315
32
$233M 0.61%
459,245
+27,184
33
$231M 0.6%
1,008,719
+64,405
34
$229M 0.6%
1,105,459
-71,506
35
$229M 0.6%
1,370,054
+72,049
36
$226M 0.59%
3,757,187
+971,068
37
$221M 0.58%
6,071,393
+135,099
38
$217M 0.57%
7,194,246
-452,469
39
$212M 0.56%
656,918
+91,841
40
$212M 0.55%
2,246,272
+176,451
41
$211M 0.55%
1,291,585
+60,752
42
$211M 0.55%
1,420,645
+67,900
43
$210M 0.55%
908,530
+106,787
44
$208M 0.54%
1,159,025
+92,206
45
$207M 0.54%
1,860,590
+563,103
46
$204M 0.53%
3,524,185
+226,185
47
$204M 0.53%
2,103,844
+200,586
48
$203M 0.53%
526,273
+14,130
49
$201M 0.53%
2,544,565
+91,083
50
$199M 0.52%
5,454,460
+442,210
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