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
826
$2.07M 0.01%
205,099
+5,691
827
$2.07M 0.01%
16,375
+2,005
828
$2.06M 0.01%
23,567
+99
829
$2.05M 0.01%
27,229
-1,471
830
$2.05M 0.01%
12,191
-470
831
$2.04M 0.01%
56,954
+6,414
832
$2.04M 0.01%
37,965
-1,092
833
$2.03M 0.01%
8,252
+227
834
$2.03M 0.01%
14,764
-6,661
835
$2.02M 0.01%
+18,417
836
$2.02M 0.01%
64,944
-3,576
837
$2M 0.01%
86,860
+492
838
$2M 0.01%
46,157
+14,185
839
$2M 0.01%
33,497
+2,598
840
$1.98M 0.01%
42,639
-345,478
841
$1.98M 0.01%
14,964
+2,562
842
$1.97M 0.01%
7,100
+1,338
843
$1.97M 0.01%
34,689
+2,191
844
$1.97M 0.01%
103,596
-8,966
845
$1.97M 0.01%
40,863
-3,468
846
$1.97M 0.01%
18,050
+493
847
$1.97M 0.01%
29,829
-299
848
$1.97M 0.01%
8,818
+600
849
$1.97M 0.01%
100,782
+4,656
850
$1.96M 0.01%
+60,440
32 33
34
35 36