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
651
$3.57M 0.01%
64,052
-154
652
$3.56M 0.01%
215,912
+2,132
653
$3.55M 0.01%
73,740
+2,707
654
$3.55M 0.01%
4,448
-282
655
$3.53M 0.01%
117,948
-12,465
656
$3.52M 0.01%
78,273
+62,517
657
$3.51M 0.01%
168,267
-28,174
658
$3.5M 0.01%
551,802
659
$3.48M 0.01%
25,603
+1,792
660
$3.48M 0.01%
141,430
+3,094
661
$3.48M 0.01%
28,348
-425
662
$3.47M 0.01%
24,035
+862
663
$3.47M 0.01%
172,269
+802
664
$3.46M 0.01%
164,540
+24,775
665
$3.45M 0.01%
300,073
+2,946
666
$3.43M 0.01%
51,090
-81
667
$3.43M 0.01%
553,922
-36,426
668
$3.43M 0.01%
52,489
+49
669
$3.4M 0.01%
47,322
-2,787
670
$3.39M 0.01%
294,758
-149,153
671
$3.39M 0.01%
57,990
+2,822
672
$3.36M 0.01%
107,236
-9,797
673
$3.34M 0.01%
22,120
-4,557
674
$3.32M 0.01%
70,545
-1,713
675
$3.32M 0.01%
129,409
-612
25 26
27
28 29