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
726
$2.83M 0.01%
37,199
-17,802
727
$2.83M 0.01%
19,446
+329
728
$2.82M 0.01%
45,520
+1,132
729
$2.81M 0.01%
41,651
+11,940
730
$2.8M 0.01%
43,220
-1,037
731
$2.78M 0.01%
77,286
+8,204
732
$2.78M 0.01%
14,865
-899
733
$2.78M 0.01%
60,264
+3,216
734
$2.77M 0.01%
51,047
+2,180
735
$2.77M 0.01%
81,886
-776
736
$2.76M 0.01%
9,694
-880
737
$2.75M 0.01%
81,613
-89,045
738
$2.74M 0.01%
78,239
+10,549
739
$2.74M 0.01%
285,265
-607
740
$2.73M 0.01%
76,312
+4,639
741
$2.73M 0.01%
63,767
+6,802
742
$2.72M 0.01%
51,162
-18,484
743
$2.72M 0.01%
30,205
-546
744
$2.71M 0.01%
44,697
+3,120
745
$2.69M 0.01%
53,449
-7,100
746
$2.69M 0.01%
10,065
-1,810
747
$2.68M 0.01%
27,102
+1,799
748
$2.66M 0.01%
46,745
+808
749
$2.66M 0.01%
30,979
-805
750
$2.66M 0.01%
71,465
-325
28 29
30
31 32