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
1001
$1.34M ﹤0.01%
43,305
-25,156
1002
$1.33M ﹤0.01%
35,341
-4,793
1003
$1.33M ﹤0.01%
191,318
+13,035
1004
$1.33M ﹤0.01%
23,582
+9,751
1005
$1.33M ﹤0.01%
47,025
-458
1006
$1.32M ﹤0.01%
100,500
+10,471
1007
$1.32M ﹤0.01%
66,440
+16,682
1008
$1.32M ﹤0.01%
58,176
+2,182
1009
$1.32M ﹤0.01%
38,621
+4,665
1010
$1.32M ﹤0.01%
146,171
-399
1011
$1.31M ﹤0.01%
+37,510
1012
$1.31M ﹤0.01%
127,498
1013
$1.31M ﹤0.01%
153,826
+23,691
1014
$1.31M ﹤0.01%
6,490
-2,837
1015
$1.31M ﹤0.01%
57,968
+12,068
1016
$1.3M ﹤0.01%
54,545
-617
1017
$1.3M ﹤0.01%
62,585
-1,772
1018
$1.3M ﹤0.01%
34,180
+134
1019
$1.3M ﹤0.01%
36,421
+435
1020
$1.3M ﹤0.01%
26,783
+1,339
1021
$1.29M ﹤0.01%
43,098
-2,102
1022
$1.29M ﹤0.01%
+30,232
1023
$1.28M ﹤0.01%
29,921
+678
1024
$1.28M ﹤0.01%
76,771
+45,964
1025
$1.28M ﹤0.01%
7,307
-489
39 40
41
42 43