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
126
$70.5M 0.18%
291,086
-7,494
127
$70.4M 0.18%
407,383
+205,632
128
$68.7M 0.18%
753,015
+19,344
129
$68.3M 0.18%
209,593
-1,563
130
$67.4M 0.18%
219,230
+9,478
131
$67.3M 0.18%
380,145
-14,734
132
$66.4M 0.17%
1,781,526
+57,620
133
$65.5M 0.17%
1,194,185
+175,113
134
$65.2M 0.17%
2,943,351
+441,222
135
$64.2M 0.17%
540,624
+33,724
136
$64M 0.17%
1,834,634
+40,205
137
$63.6M 0.17%
708,990
+74,584
138
$63.4M 0.17%
681,984
-7,875
139
$63.3M 0.17%
879,570
+65,696
140
$62.9M 0.16%
379,039
+79,109
141
$62.2M 0.16%
875,637
+59,663
142
$61.5M 0.16%
333,997
+14,028
143
$61.3M 0.16%
2,090,651
+36,789
144
$61.1M 0.16%
381,126
+26,022
145
$60.6M 0.16%
1,895,581
+51,560
146
$60.4M 0.16%
368,043
+6,746
147
$60.1M 0.16%
205,115
+33,382
148
$59.3M 0.16%
872,041
+76,382
149
$59.2M 0.15%
688,203
-174,395
150
$58.8M 0.15%
888,814
+65,864
4 5
6
7 8