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
801
$2.27M 0.01%
139,088
+76,181
802
$2.27M 0.01%
70,579
-3,167
803
$2.27M 0.01%
92,063
+14,727
804
$2.24M 0.01%
31,807
-4,376
805
$2.22M 0.01%
6,104
+684
806
$2.22M 0.01%
260,335
+42,248
807
$2.21M 0.01%
52,268
+29,416
808
$2.2M 0.01%
69,111
+5,137
809
$2.2M 0.01%
41,444
+2,046
810
$2.19M 0.01%
29,718
-16,602
811
$2.18M 0.01%
116,100
+21,860
812
$2.18M 0.01%
37,731
+12,052
813
$2.16M 0.01%
27,234
-1,062
814
$2.16M 0.01%
14,934
-83
815
$2.16M 0.01%
48,369
+2,464
816
$2.13M 0.01%
83,273
-12,892
817
$2.12M 0.01%
15,951
+5,876
818
$2.12M 0.01%
21,255
+686
819
$2.12M 0.01%
7,625
+1,883
820
$2.11M 0.01%
7,825
+178
821
$2.1M 0.01%
46,470
+8,954
822
$2.09M 0.01%
22,661
+4,697
823
$2.09M 0.01%
25,627
-163
824
$2.08M 0.01%
3,510
+195
825
$2.08M 0.01%
12,903
+5
31 32
33
34 35