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
601
$4.25M 0.01%
60,948
-79,785
602
$4.23M 0.01%
48,961
+19
603
$4.23M 0.01%
129,968
+1,976
604
$4.22M 0.01%
45,862
+230
605
$4.2M 0.01%
66,669
+57,445
606
$4.17M 0.01%
36,429
-42,380
607
$4.16M 0.01%
62,228
+334
608
$4.15M 0.01%
94,424
-1,145
609
$4.14M 0.01%
68,555
+5,263
610
$4.13M 0.01%
18,651
-4,775
611
$4.13M 0.01%
162,868
+62,999
612
$4.13M 0.01%
205,527
+97,735
613
$4.1M 0.01%
78,704
-57,764
614
$4.09M 0.01%
35,323
+4,615
615
$4.08M 0.01%
32,199
+2,959
616
$4.06M 0.01%
93,851
-954
617
$4.05M 0.01%
18,390
-1,652
618
$4.03M 0.01%
151,029
+14,132
619
$4.02M 0.01%
15,323
+115
620
$4M 0.01%
49,768
-31,445
621
$3.94M 0.01%
3,639
-911
622
$3.94M 0.01%
50,531
+1,685
623
$3.93M 0.01%
99,915
+1,367
624
$3.92M 0.01%
91,091
+44,022
625
$3.91M 0.01%
172,896
+57,337
23 24
25
26 27