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
1026
$1.28M ﹤0.01%
21,517
+3,169
1027
$1.27M ﹤0.01%
27,045
-643
1028
$1.27M ﹤0.01%
15,884
+2,232
1029
$1.27M ﹤0.01%
37,649
+3,618
1030
$1.26M ﹤0.01%
33,469
+2,541
1031
$1.26M ﹤0.01%
10,220
+325
1032
$1.26M ﹤0.01%
6,345
-24
1033
$1.26M ﹤0.01%
11,859
-1,252
1034
$1.26M ﹤0.01%
9,650
+15
1035
$1.25M ﹤0.01%
33,450
-1,928
1036
$1.25M ﹤0.01%
28,349
+437
1037
$1.25M ﹤0.01%
18,573
-823
1038
$1.25M ﹤0.01%
23,439
+3,595
1039
$1.24M ﹤0.01%
100,376
+15,056
1040
$1.24M ﹤0.01%
25,775
-549
1041
$1.24M ﹤0.01%
24,967
+527
1042
$1.24M ﹤0.01%
31,686
-4,616
1043
$1.23M ﹤0.01%
20,347
-927
1044
$1.23M ﹤0.01%
71,882
-2,479
1045
$1.23M ﹤0.01%
66,530
+5,179
1046
$1.21M ﹤0.01%
28,759
-1,137
1047
$1.21M ﹤0.01%
79,987
+6,563
1048
$1.21M ﹤0.01%
48,610
-353
1049
$1.21M ﹤0.01%
16,600
+1,920
1050
$1.2M ﹤0.01%
25,185
+3,564
40 41
42
43 44