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
901
$1.71M ﹤0.01%
43,723
-6,003
902
$1.69M ﹤0.01%
18,732
+44
903
$1.69M ﹤0.01%
172,069
-382,843
904
$1.68M ﹤0.01%
61,202
+8,419
905
$1.68M ﹤0.01%
15,746
-50,288
906
$1.67M ﹤0.01%
20,732
-4,732
907
$1.67M ﹤0.01%
38,194
-4,141
908
$1.67M ﹤0.01%
20,212
-1,407
909
$1.66M ﹤0.01%
5,472
-407
910
$1.66M ﹤0.01%
52,879
+5,573
911
$1.65M ﹤0.01%
138,933
+15,000
912
$1.65M ﹤0.01%
40,464
-1,804
913
$1.65M ﹤0.01%
53,481
+34,202
914
$1.65M ﹤0.01%
23,473
+6,937
915
$1.65M ﹤0.01%
33,549
-350,121
916
$1.64M ﹤0.01%
58,380
-7,310
917
$1.64M ﹤0.01%
49,894
-806
918
$1.64M ﹤0.01%
45,221
+1,227
919
$1.64M ﹤0.01%
12,354
+4,468
920
$1.64M ﹤0.01%
50,883
+10,661
921
$1.62M ﹤0.01%
8,661
-82
922
$1.62M ﹤0.01%
22,813
-7,629
923
$1.61M ﹤0.01%
22,564
924
$1.61M ﹤0.01%
13,442
+7,439
925
$1.6M ﹤0.01%
5,165
35 36
37
38 39