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
476
$6.86M 0.02%
250,884
-152,758
477
$6.83M 0.02%
92,786
+35,243
478
$6.78M 0.02%
294,374
+15,884
479
$6.76M 0.02%
179,211
+1,701
480
$6.76M 0.02%
54,267
-5,508
481
$6.75M 0.02%
45,482
-6,636
482
$6.72M 0.02%
15,939
+206
483
$6.69M 0.02%
240,861
+6,391
484
$6.66M 0.02%
156,627
-22,606
485
$6.64M 0.02%
97,152
+7,059
486
$6.63M 0.02%
142,420
-305
487
$6.62M 0.02%
38,551
+3,642
488
$6.62M 0.02%
304,461
+3,506
489
$6.58M 0.02%
74,512
-1,030
490
$6.58M 0.02%
247,232
+85,684
491
$6.55M 0.02%
97,608
+4,751
492
$6.54M 0.02%
133,785
-98,351
493
$6.52M 0.02%
72,145
+660
494
$6.51M 0.02%
86,591
-43,436
495
$6.46M 0.02%
163,494
+3,752
496
$6.46M 0.02%
175,615
+12,751
497
$6.44M 0.02%
101,003
+2,400
498
$6.41M 0.02%
77,784
+13,929
499
$6.4M 0.02%
79,486
+1,747
500
$6.4M 0.02%
167,713
-13,511
18 19
20
21 22