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
876
$1.84M ﹤0.01%
49,339
-2,784
877
$1.82M ﹤0.01%
52,303
+2,426
878
$1.82M ﹤0.01%
32,393
+9,775
879
$1.81M ﹤0.01%
45,872
+18,130
880
$1.81M ﹤0.01%
95,086
+6,602
881
$1.8M ﹤0.01%
+37,593
882
$1.8M ﹤0.01%
62,521
+3,095
883
$1.8M ﹤0.01%
44,910
+2,004
884
$1.8M ﹤0.01%
131,324
-4,836
885
$1.79M ﹤0.01%
24,985
-542
886
$1.78M ﹤0.01%
20,686
+8,042
887
$1.77M ﹤0.01%
12,558
+10,515
888
$1.76M ﹤0.01%
75,825
+99
889
$1.76M ﹤0.01%
9,280
+203
890
$1.75M ﹤0.01%
250,334
+7,654
891
$1.75M ﹤0.01%
207,732
+32,632
892
$1.74M ﹤0.01%
239,488
+15,583
893
$1.74M ﹤0.01%
21,475
-176
894
$1.74M ﹤0.01%
28,942
-3,199
895
$1.73M ﹤0.01%
19,059
+1,540
896
$1.73M ﹤0.01%
17,284
-6,746
897
$1.73M ﹤0.01%
22,755
+4,189
898
$1.72M ﹤0.01%
10,921
-239
899
$1.72M ﹤0.01%
68,271
+3,904
900
$1.72M ﹤0.01%
26,199
+2,634
34 35
36
37 38