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
501
$6.39M 0.02%
89,438
-31,493
502
$6.36M 0.02%
84,008
+5,167
503
$6.33M 0.02%
168,210
+11,399
504
$6.32M 0.02%
38,662
+805
505
$6.24M 0.02%
17,233
+3,352
506
$6.24M 0.02%
93,538
+7,842
507
$6.21M 0.02%
130,861
+11,457
508
$6.18M 0.02%
219,645
+14,023
509
$6.12M 0.02%
156,519
-587,290
510
$6.11M 0.02%
89,872
-13,555
511
$6.07M 0.02%
7,333
-440
512
$6.07M 0.02%
27,085
+1,246
513
$6.07M 0.02%
260,314
+879
514
$6.01M 0.02%
18,217
-43
515
$5.98M 0.02%
123,698
-78,390
516
$5.96M 0.02%
98,016
+267
517
$5.89M 0.02%
368,975
+183,848
518
$5.88M 0.02%
177,030
+12,347
519
$5.87M 0.02%
198,171
-528
520
$5.8M 0.02%
98,484
+78,785
521
$5.78M 0.02%
79,587
+16,391
522
$5.77M 0.02%
87,795
+1,112
523
$5.76M 0.02%
89,256
-13,167
524
$5.74M 0.02%
286,227
+22,480
525
$5.73M 0.02%
70,998
-60,438
19 20
21
22 23