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
776
$2.43M 0.01%
24,944
-596
777
$2.42M 0.01%
54,738
-2,466
778
$2.42M 0.01%
80,530
-21,782
779
$2.41M 0.01%
30,537
+1,265
780
$2.4M 0.01%
29,628
+7,570
781
$2.39M 0.01%
53,269
-305
782
$2.38M 0.01%
40,426
+3,060
783
$2.38M 0.01%
40,386
+4,690
784
$2.37M 0.01%
39,873
-20
785
$2.37M 0.01%
75,575
-77,358
786
$2.36M 0.01%
63,861
-876
787
$2.35M 0.01%
26,864
+386
788
$2.35M 0.01%
49,859
+117
789
$2.35M 0.01%
19,590
+17,945
790
$2.34M 0.01%
23,065
+1,027
791
$2.34M 0.01%
95,008
-911,253
792
$2.34M 0.01%
35,205
+6,847
793
$2.32M 0.01%
14,755
+1,849
794
$2.31M 0.01%
53,049
+5,263
795
$2.3M 0.01%
13,789
+12,150
796
$2.29M 0.01%
47,495
+9,807
797
$2.29M 0.01%
19,652
+846
798
$2.29M 0.01%
57,883
+4,537
799
$2.28M 0.01%
85,424
-14,586
800
$2.28M 0.01%
5,689
-1,470
30 31
32
33 34