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
101
$95.6M 0.25%
1,134,845
-72,510
102
$93.5M 0.24%
260,005
-4,456
103
$92.5M 0.24%
348,660
+26,262
104
$91.5M 0.24%
1,786,467
+167,481
105
$90.8M 0.24%
1,108,536
+20,670
106
$90M 0.24%
2,231,020
+15,847
107
$88.9M 0.23%
737,812
+35,537
108
$88.8M 0.23%
1,184,357
-19,601
109
$87.6M 0.23%
753,490
+54,230
110
$86.7M 0.23%
994,313
+52,819
111
$86.5M 0.23%
1,038,658
+17,114
112
$82M 0.21%
673,339
+21,974
113
$81.3M 0.21%
794,278
-2,812
114
$81M 0.21%
377,415
+21,274
115
$80.1M 0.21%
840,339
-116,178
116
$79.2M 0.21%
464,276
+27,583
117
$78.7M 0.21%
3,438,320
+111,420
118
$77.7M 0.2%
541,806
+114,768
119
$76.3M 0.2%
2,514,659
+161,432
120
$75.2M 0.2%
1,063,194
+25,999
121
$74.8M 0.2%
669,066
-108,509
122
$73.8M 0.19%
1,833,882
-49,532
123
$72.9M 0.19%
1,172,395
+154,659
124
$72.4M 0.19%
597,576
+35,148
125
$72.2M 0.19%
607,716
+40,565
3 4
5
6 7