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
1051
$1.2M ﹤0.01%
117,160
+15,168
1052
$1.2M ﹤0.01%
25,966
+6,582
1053
$1.2M ﹤0.01%
3,763
-127
1054
$1.19M ﹤0.01%
20,742
-198
1055
$1.18M ﹤0.01%
28,152
-586
1056
$1.18M ﹤0.01%
37,385
+1,667
1057
$1.18M ﹤0.01%
37,263
-4,500
1058
$1.17M ﹤0.01%
19,721
-124
1059
$1.17M ﹤0.01%
44,843
-668
1060
$1.17M ﹤0.01%
24,751
+2,702
1061
$1.16M ﹤0.01%
10,956
-207
1062
$1.16M ﹤0.01%
10,919
-2,004
1063
$1.16M ﹤0.01%
39,629
-2,788
1064
$1.16M ﹤0.01%
27,099
1065
$1.16M ﹤0.01%
+18,997
1066
$1.15M ﹤0.01%
63,773
-22,852
1067
$1.15M ﹤0.01%
43,958
-29,206
1068
$1.15M ﹤0.01%
14,295
+4,500
1069
$1.15M ﹤0.01%
118,030
+30,276
1070
$1.15M ﹤0.01%
12,071
+1,688
1071
$1.14M ﹤0.01%
50,323
+34,322
1072
$1.14M ﹤0.01%
34,805
-12,581
1073
$1.13M ﹤0.01%
10,964
-43
1074
$1.13M ﹤0.01%
21,114
-1,564
1075
$1.13M ﹤0.01%
21,264
+6,270
41 42
43
44 45