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
151
$58.2M 0.15%
1,018,174
+17,382
152
$58M 0.15%
532,180
+6,490
153
$56.2M 0.15%
1,992,668
-191,220
154
$56M 0.15%
233,434
+9,429
155
$55.4M 0.14%
646,186
+29,590
156
$54.7M 0.14%
2,065,287
+70,659
157
$54.4M 0.14%
491,648
+8,764
158
$52.8M 0.14%
287,102
+3,518
159
$52.6M 0.14%
409,208
+17,895
160
$52.2M 0.14%
2,866,125
+129,476
161
$52.1M 0.14%
351,415
-22,305
162
$52.1M 0.14%
198,676
+19,262
163
$51.5M 0.13%
1,171,776
-9,325
164
$51M 0.13%
274,886
+163,884
165
$50.7M 0.13%
181,404
+22,134
166
$50.1M 0.13%
1,408,653
+81,945
167
$49.7M 0.13%
332,638
-2,009
168
$49.4M 0.13%
1,915,160
-278,798
169
$49.3M 0.13%
811,058
+67,585
170
$48.6M 0.13%
1,355,114
+6,260
171
$48.3M 0.13%
1,946,028
-159,907
172
$48.2M 0.13%
723,243
-398,219
173
$48.1M 0.13%
787,975
+23,448
174
$48.1M 0.13%
105,845
-10,826
175
$47.9M 0.13%
264,891
+13,383
5 6
7
8 9