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
51
$198M 0.52%
1,088,451
-15,927
52
$195M 0.51%
1,002,690
+44,541
53
$195M 0.51%
2,332,299
+8,087
54
$187M 0.49%
1,207,154
+52,901
55
$179M 0.47%
1,241,652
+137,349
56
$175M 0.46%
2,141,989
-254,362
57
$174M 0.46%
1,368,076
+119,562
58
$171M 0.45%
3,051,960
+88,785
59
$170M 0.44%
2,170,531
+288,366
60
$168M 0.44%
1,490,355
+25,513
61
$168M 0.44%
1,236,327
-130,738
62
$161M 0.42%
1,306,576
+67,205
63
$161M 0.42%
4,028,116
-228,527
64
$157M 0.41%
1,579,998
-979,951
65
$153M 0.4%
569,275
+14,074
66
$153M 0.4%
555,441
-9,567
67
$150M 0.39%
1,424,020
+3,078
68
$147M 0.38%
1,517,328
-11,356
69
$146M 0.38%
567,341
+4,371
70
$146M 0.38%
1,009,666
+24,348
71
$145M 0.38%
511,298
-30,978
72
$145M 0.38%
2,591,564
+298,857
73
$142M 0.37%
3,205,426
-221,224
74
$142M 0.37%
1,766,012
-27,230
75
$137M 0.36%
609,195
+90,457
1 2
3
4 5