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
851
$1.96M 0.01%
58,487
-415
852
$1.95M 0.01%
38,732
+11,430
853
$1.94M 0.01%
60,633
-795
854
$1.94M 0.01%
73,541
+62,450
855
$1.93M 0.01%
34,205
-253
856
$1.93M 0.01%
38,751
-653
857
$1.92M 0.01%
28,476
+1,786
858
$1.91M 0.01%
168,835
+4,718
859
$1.91M 0.01%
7,486
+610
860
$1.91M 0.01%
49,447
+680
861
$1.91M 0.01%
159,040
-53,393
862
$1.9M 0.01%
9,482
+89
863
$1.89M ﹤0.01%
4,591
+1,307
864
$1.87M ﹤0.01%
46,328
-11,413
865
$1.87M ﹤0.01%
67,428
-395
866
$1.86M ﹤0.01%
32,424
+12,696
867
$1.86M ﹤0.01%
76,525
-27,964
868
$1.86M ﹤0.01%
22,916
-1,651
869
$1.85M ﹤0.01%
20,567
+123
870
$1.85M ﹤0.01%
71,921
+16,602
871
$1.85M ﹤0.01%
9,309
+940
872
$1.85M ﹤0.01%
31,940
-4,460
873
$1.84M ﹤0.01%
41,520
+25,307
874
$1.84M ﹤0.01%
47,464
875
$1.84M ﹤0.01%
125,249
+9,874
33 34
35
36 37