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
626
$3.88M 0.01%
69,218
+4,841
627
$3.88M 0.01%
120,054
+550
628
$3.88M 0.01%
47,128
-389
629
$3.84M 0.01%
124,508
-11,335
630
$3.8M 0.01%
132,844
-2,483
631
$3.79M 0.01%
210,273
+2,357
632
$3.77M 0.01%
61,086
-7,611
633
$3.71M 0.01%
93,254
+44,226
634
$3.69M 0.01%
17,219
-3,131
635
$3.68M 0.01%
142,717
+2,910
636
$3.68M 0.01%
32,751
+725
637
$3.68M 0.01%
22,308
+1,326
638
$3.67M 0.01%
55,683
-43,838
639
$3.66M 0.01%
94,955
+7,212
640
$3.66M 0.01%
46,067
-38,988
641
$3.66M 0.01%
45,407
-1,803
642
$3.65M 0.01%
9,110
-1,255
643
$3.65M 0.01%
60,908
+2,421
644
$3.64M 0.01%
147,805
+319
645
$3.64M 0.01%
745,229
+43,826
646
$3.62M 0.01%
53,642
-28,808
647
$3.61M 0.01%
77,412
-2,499
648
$3.61M 0.01%
124,323
+7,635
649
$3.59M 0.01%
93,197
+22,418
650
$3.59M 0.01%
24,845
+3,508
24 25
26
27 28