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
576
$4.65M 0.01%
58,547
+49,122
577
$4.62M 0.01%
63,895
+3,435
578
$4.62M 0.01%
70,232
+1,689
579
$4.6M 0.01%
66,593
+4,057
580
$4.57M 0.01%
92,743
-4,485
581
$4.52M 0.01%
52,857
-1,279
582
$4.5M 0.01%
351,600
-50,525
583
$4.48M 0.01%
135,568
+15,015
584
$4.47M 0.01%
45,246
+2,262
585
$4.46M 0.01%
196,820
-16,660
586
$4.45M 0.01%
255,818
+320
587
$4.43M 0.01%
388,824
+213,500
588
$4.39M 0.01%
20,427
+483
589
$4.39M 0.01%
20,774
+10,185
590
$4.37M 0.01%
66,055
+35,388
591
$4.36M 0.01%
91,528
+176
592
$4.36M 0.01%
32,306
+263
593
$4.32M 0.01%
32,938
-433
594
$4.32M 0.01%
82,914
+8,418
595
$4.32M 0.01%
36,137
+1,760
596
$4.32M 0.01%
58,463
-251
597
$4.31M 0.01%
30,316
+4,680
598
$4.31M 0.01%
344,935
+27,726
599
$4.3M 0.01%
110,653
-2,635
600
$4.28M 0.01%
97,645
+56,894
22 23
24
25 26