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
751
$2.62M 0.01%
12,957
+10,121
752
$2.62M 0.01%
12,348
-2,187
753
$2.61M 0.01%
72,822
-7,506
754
$2.61M 0.01%
33,685
-23,370
755
$2.59M 0.01%
41,241
+682
756
$2.58M 0.01%
22,744
-337
757
$2.56M 0.01%
37,824
+5,414
758
$2.56M 0.01%
225,012
+4,467
759
$2.55M 0.01%
35,294
+9,874
760
$2.55M 0.01%
466,236
-22,740
761
$2.54M 0.01%
80,247
-25,735
762
$2.53M 0.01%
35,659
-18,506
763
$2.53M 0.01%
33,053
-10,327
764
$2.52M 0.01%
72,588
-62,108
765
$2.51M 0.01%
16,730
+12,145
766
$2.5M 0.01%
27,172
-61
767
$2.5M 0.01%
2,935
+240
768
$2.5M 0.01%
38,361
-1,467
769
$2.47M 0.01%
+222,127
770
$2.47M 0.01%
17,851
-594
771
$2.47M 0.01%
15,156
+620
772
$2.46M 0.01%
118,673
+267
773
$2.45M 0.01%
48,939
-1,331
774
$2.45M 0.01%
152,850
+4,427
775
$2.43M 0.01%
34,128
+3,429
29 30
31
32 33