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
1101
$1.07M ﹤0.01%
42,381
-5,553
1102
$1.06M ﹤0.01%
17,988
+1,523
1103
$1.06M ﹤0.01%
15,290
-942
1104
$1.06M ﹤0.01%
80,248
+23,056
1105
$1.05M ﹤0.01%
+20,096
1106
$1.05M ﹤0.01%
18,943
-382
1107
$1.05M ﹤0.01%
15,431
-2,847
1108
$1.05M ﹤0.01%
50,610
-3,584
1109
$1.04M ﹤0.01%
150,542
+20,280
1110
$1.04M ﹤0.01%
11,853
+197
1111
$1.04M ﹤0.01%
6,062
+34
1112
$1.04M ﹤0.01%
43,108
+9,254
1113
$1.04M ﹤0.01%
49,569
+156
1114
$1.03M ﹤0.01%
11,670
-84
1115
$1.03M ﹤0.01%
16,451
-116
1116
$1.03M ﹤0.01%
3,820
+97
1117
$1.03M ﹤0.01%
4,258
-254
1118
$1.03M ﹤0.01%
21,010
-1,461
1119
$1.03M ﹤0.01%
49,137
+1,648
1120
$1.02M ﹤0.01%
7,346
-168
1121
$1.02M ﹤0.01%
6,510
+1,632
1122
$1.02M ﹤0.01%
159,716
+23,615
1123
$1.02M ﹤0.01%
16,573
-1,010
1124
$1.02M ﹤0.01%
111,436
+6,732
1125
$1.02M ﹤0.01%
39,231
+363
43 44
45
46 47