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
976
$1.44M ﹤0.01%
95,708
+1,957
977
$1.43M ﹤0.01%
27,726
+3,592
978
$1.43M ﹤0.01%
18,319
-261
979
$1.43M ﹤0.01%
98,743
+1,172
980
$1.43M ﹤0.01%
22,926
-754
981
$1.43M ﹤0.01%
6,223
+10
982
$1.42M ﹤0.01%
37,741
+9,598
983
$1.42M ﹤0.01%
17,330
+219
984
$1.41M ﹤0.01%
39,849
-2,195
985
$1.41M ﹤0.01%
19,857
+4,144
986
$1.41M ﹤0.01%
152,822
+3,026
987
$1.41M ﹤0.01%
16,128
+775
988
$1.41M ﹤0.01%
6,342
+2,679
989
$1.41M ﹤0.01%
4,670
+36
990
$1.41M ﹤0.01%
60,039
+12,978
991
$1.4M ﹤0.01%
17,412
+2,744
992
$1.4M ﹤0.01%
492,887
+24,046
993
$1.39M ﹤0.01%
110,342
+15,830
994
$1.38M ﹤0.01%
309,338
-99,639
995
$1.37M ﹤0.01%
69,761
+7,529
996
$1.37M ﹤0.01%
44,665
+8,184
997
$1.37M ﹤0.01%
48,036
-109
998
$1.36M ﹤0.01%
41,603
+774
999
$1.35M ﹤0.01%
8,281
+1,276
1000
$1.35M ﹤0.01%
35,140
-3,363
38 39
40
41 42