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
76
$135M 0.35%
625,566
+40,370
77
$124M 0.32%
3,258,328
+452,952
78
$121M 0.32%
645,268
+16,131
79
$120M 0.31%
1,444,112
+92,596
80
$119M 0.31%
1,625,527
+66,245
81
$117M 0.3%
545,418
+3,913
82
$116M 0.3%
1,451,739
+28,826
83
$115M 0.3%
1,418,399
-90,367
84
$110M 0.29%
1,776,759
+163,406
85
$107M 0.28%
6,451,494
+278,956
86
$106M 0.28%
984,680
+21,501
87
$104M 0.27%
551,987
+11,746
88
$103M 0.27%
448,332
+36,741
89
$103M 0.27%
454,028
+5,718
90
$102M 0.27%
2,333,785
+85,935
91
$101M 0.26%
1,225,170
-41,029
92
$101M 0.26%
297,009
+170,299
93
$101M 0.26%
538,188
-45,111
94
$98.8M 0.26%
577,915
+23,319
95
$98.2M 0.26%
2,272,302
+119,424
96
$97.9M 0.26%
259,378
+29,469
97
$96.9M 0.25%
1,839,903
-29,541
98
$96.9M 0.25%
3,383,204
-87,342
99
$96.7M 0.25%
1,018,834
+47,186
100
$95.8M 0.25%
238,551
+2,379
2 3
4
5 6