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
176
$46.4M 0.12%
748,478
+55,535
177
$46.3M 0.12%
573,977
+28,114
178
$45.5M 0.12%
82,752
+11,102
179
$45M 0.12%
190,989
+35,720
180
$44.8M 0.12%
1,042,768
-152,217
181
$44.7M 0.12%
1,745,730
+71,594
182
$44.5M 0.12%
1,970,307
+63,173
183
$44.4M 0.12%
215,077
+546
184
$44.2M 0.12%
4,118,503
+84,652
185
$43.4M 0.11%
693,459
+70,106
186
$43.4M 0.11%
76,254
+1,155
187
$43.4M 0.11%
343,598
-36,728
188
$42.9M 0.11%
128,579
+22,582
189
$42.3M 0.11%
667,304
+31,707
190
$42.2M 0.11%
1,012,673
+54,905
191
$41.9M 0.11%
194,173
+11,188
192
$41.9M 0.11%
298,735
+11,073
193
$40.7M 0.11%
698,763
+6,546
194
$39.9M 0.1%
195,980
-168,285
195
$39.7M 0.1%
1,106,650
-20,316
196
$39.5M 0.1%
168,037
+4,962
197
$39.3M 0.1%
278,459
+825
198
$38.7M 0.1%
631,150
-27,388
199
$38.5M 0.1%
510,851
-53,197
200
$38.4M 0.1%
114,447
-15,014
6 7
8
9 10