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
1076
$1.13M ﹤0.01%
13,896
+1,051
1077
$1.12M ﹤0.01%
22,677
+8,340
1078
$1.12M ﹤0.01%
53,483
-386,107
1079
$1.12M ﹤0.01%
56,772
-21,159
1080
$1.12M ﹤0.01%
11,589
+5,259
1081
$1.12M ﹤0.01%
35,602
-6,670
1082
$1.11M ﹤0.01%
47,604
+759
1083
$1.11M ﹤0.01%
18,061
+255
1084
$1.11M ﹤0.01%
23,235
+6,297
1085
$1.11M ﹤0.01%
27,592
-7,516
1086
$1.11M ﹤0.01%
89,127
-40,317
1087
$1.1M ﹤0.01%
26,412
-2,104
1088
$1.1M ﹤0.01%
22,169
+10,481
1089
$1.1M ﹤0.01%
22,007
-1,424
1090
$1.1M ﹤0.01%
52,196
+613
1091
$1.1M ﹤0.01%
58,137
-712
1092
$1.09M ﹤0.01%
42,345
-2,828
1093
$1.08M ﹤0.01%
286,184
+272,907
1094
$1.08M ﹤0.01%
18,524
+3,936
1095
$1.07M ﹤0.01%
26,172
-1,081
1096
$1.07M ﹤0.01%
8,126
+277
1097
$1.07M ﹤0.01%
21,731
-629
1098
$1.07M ﹤0.01%
39,052
+6,392
1099
$1.07M ﹤0.01%
146,844
+29,930
1100
$1.07M ﹤0.01%
19,813
-3,163
42 43
44
45 46