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
676
$3.32M 0.01%
32,573
-7,953
677
$3.31M 0.01%
67,032
+7,183
678
$3.31M 0.01%
187,884
+18,575
679
$3.31M 0.01%
144,337
+43,057
680
$3.31M 0.01%
18,996
-2,031
681
$3.31M 0.01%
69,604
-9,580
682
$3.29M 0.01%
64,702
+13,474
683
$3.28M 0.01%
58,439
+6,741
684
$3.28M 0.01%
13,540
-338
685
$3.28M 0.01%
85,689
+4,393
686
$3.27M 0.01%
314,029
+53,755
687
$3.25M 0.01%
35,750
+1,627
688
$3.24M 0.01%
18,392
+331
689
$3.22M 0.01%
6,635
+1,010
690
$3.22M 0.01%
38,200
-2,999
691
$3.21M 0.01%
15,960
+1,274
692
$3.2M 0.01%
21,679
-1,079
693
$3.19M 0.01%
30,421
-1,557
694
$3.17M 0.01%
149,402
+1,814
695
$3.16M 0.01%
49,097
+2,582
696
$3.16M 0.01%
83,036
-9,063
697
$3.15M 0.01%
112,585
+369
698
$3.15M 0.01%
44,262
+5,099
699
$3.1M 0.01%
104,288
-12,858
700
$3.09M 0.01%
380,612
+15,541
26 27
28
29 30