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
926
$1.6M ﹤0.01%
22,564
-5,748
927
$1.6M ﹤0.01%
11,096
+103
928
$1.6M ﹤0.01%
11,974
-183
929
$1.58M ﹤0.01%
10,221
+2,578
930
$1.57M ﹤0.01%
26,045
+805
931
$1.57M ﹤0.01%
30,694
-924
932
$1.57M ﹤0.01%
12,454
+2,890
933
$1.57M ﹤0.01%
5,695
-313
934
$1.56M ﹤0.01%
14,935
+158
935
$1.56M ﹤0.01%
10,321
+937
936
$1.55M ﹤0.01%
103,259
+14,122
937
$1.55M ﹤0.01%
27,967
938
$1.55M ﹤0.01%
41,305
+1,413
939
$1.55M ﹤0.01%
15,000
+2,215
940
$1.55M ﹤0.01%
45,838
+8,258
941
$1.55M ﹤0.01%
344,232
-55,812
942
$1.55M ﹤0.01%
17,015
+2,494
943
$1.54M ﹤0.01%
54,406
-1,071
944
$1.54M ﹤0.01%
35,678
+4,960
945
$1.53M ﹤0.01%
31,648
-765
946
$1.53M ﹤0.01%
45,475
+489
947
$1.53M ﹤0.01%
34,861
+2,921
948
$1.52M ﹤0.01%
18,911
-306
949
$1.52M ﹤0.01%
58,930
+2,420
950
$1.52M ﹤0.01%
61,618
+2
36 37
38
39 40