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
201
$36.7M 0.1%
1,572,872
+59,652
202
$35.8M 0.09%
221,539
+6,522
203
$35.7M 0.09%
183,132
+6,338
204
$34.5M 0.09%
73,362
+9,366
205
$34.4M 0.09%
1,381,492
+1,145,593
206
$34.3M 0.09%
245,049
-4,361
207
$34M 0.09%
772,637
+29,458
208
$34M 0.09%
876,702
-1,311
209
$33.6M 0.09%
178,744
+6,236
210
$33.3M 0.09%
335,824
-452,073
211
$33.3M 0.09%
534,004
+108,389
212
$32.8M 0.09%
410,059
+18,426
213
$32.7M 0.09%
237,571
+1,686
214
$32.5M 0.08%
432,932
+65,442
215
$32.4M 0.08%
15,131
+8,620
216
$31.9M 0.08%
519,649
+387,514
217
$31.4M 0.08%
243,308
-18,566
218
$31.3M 0.08%
466,846
+22,535
219
$31.2M 0.08%
433,654
-26,410
220
$31M 0.08%
157,275
-5,673
221
$30.8M 0.08%
1,091,829
+64,126
222
$30.7M 0.08%
455,337
-454,387
223
$30.5M 0.08%
749,017
+530,011
224
$30.5M 0.08%
210,893
-7,719
225
$30.2M 0.08%
605,258
-771,176
7 8
9
10 11