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
526
$5.69M 0.01%
191,331
-6,271
527
$5.66M 0.01%
252,442
+4,824
528
$5.63M 0.01%
96,812
+32,943
529
$5.63M 0.01%
62,928
+4,037
530
$5.62M 0.01%
123,419
+2,122
531
$5.59M 0.01%
43,968
+118
532
$5.58M 0.01%
25,535
+3,898
533
$5.57M 0.01%
192,014
-23,424
534
$5.55M 0.01%
25,749
+18,710
535
$5.55M 0.01%
61,984
-20,957
536
$5.54M 0.01%
54,576
+836
537
$5.49M 0.01%
129,621
+18,987
538
$5.49M 0.01%
108,230
+6,170
539
$5.48M 0.01%
87,220
-9,057
540
$5.46M 0.01%
40,134
-2,087
541
$5.45M 0.01%
108,170
+1,771
542
$5.41M 0.01%
61,072
+19,085
543
$5.39M 0.01%
64,302
+6,354
544
$5.29M 0.01%
84,044
-3,342
545
$5.27M 0.01%
67,773
-139,042
546
$5.27M 0.01%
33,712
+342
547
$5.25M 0.01%
636,495
-765
548
$5.24M 0.01%
424,928
-7,894
549
$5.22M 0.01%
112,235
-556
550
$5.21M 0.01%
387,128
+151,859
20 21
22
23 24