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
951
$1.52M ﹤0.01%
45,894
+38,373
952
$1.51M ﹤0.01%
4,957
+118
953
$1.51M ﹤0.01%
35,250
-1,226
954
$1.5M ﹤0.01%
1,793
+15
955
$1.5M ﹤0.01%
38,419
-6,261
956
$1.5M ﹤0.01%
39,970
+794
957
$1.5M ﹤0.01%
65,906
-100,550
958
$1.5M ﹤0.01%
26,675
+2,375
959
$1.49M ﹤0.01%
48,260
-982
960
$1.49M ﹤0.01%
30,553
+2,736
961
$1.49M ﹤0.01%
111,508
-1,551
962
$1.47M ﹤0.01%
73,730
+132
963
$1.47M ﹤0.01%
105,488
+7,704
964
$1.47M ﹤0.01%
41,900
+3,299
965
$1.47M ﹤0.01%
32,530
+653
966
$1.47M ﹤0.01%
47,356
-2,010
967
$1.47M ﹤0.01%
35,495
+5,670
968
$1.47M ﹤0.01%
38,099
+1,425
969
$1.46M ﹤0.01%
47,736
-612,648
970
$1.46M ﹤0.01%
20,540
-554
971
$1.46M ﹤0.01%
47,921
+1,834
972
$1.46M ﹤0.01%
37,900
+32,793
973
$1.45M ﹤0.01%
12,545
+3,059
974
$1.45M ﹤0.01%
43,457
+8,179
975
$1.44M ﹤0.01%
94,486
37 38
39
40 41