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
701
$3.08M 0.01%
84,709
-6,467
702
$3.08M 0.01%
67,265
+1,454
703
$3.07M 0.01%
8,831
-1,218
704
$3.06M 0.01%
70,973
-1,000
705
$3.05M 0.01%
36,960
+4,884
706
$3.04M 0.01%
203,912
+80,299
707
$3.04M 0.01%
131,260
+23,453
708
$3.03M 0.01%
13,099
-18
709
$3.02M 0.01%
50,103
-2,592
710
$3.02M 0.01%
143,969
+7,986
711
$3.02M 0.01%
152,422
+10,113
712
$3M 0.01%
16,463
+99
713
$2.99M 0.01%
68,812
+24,984
714
$2.97M 0.01%
37,478
-1,722
715
$2.97M 0.01%
26,515
+812
716
$2.96M 0.01%
28,248
-101
717
$2.94M 0.01%
24,179
+735
718
$2.91M 0.01%
+98,999
719
$2.9M 0.01%
125,000
720
$2.88M 0.01%
11,846
-95
721
$2.86M 0.01%
76,324
+52,338
722
$2.86M 0.01%
56,485
+13,225
723
$2.86M 0.01%
32,176
+10,201
724
$2.85M 0.01%
49,957
-11,681
725
$2.84M 0.01%
16,628
-1,150
27 28
29
30 31