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
1126
$1.02M ﹤0.01%
85,783
+11,927
1127
$1.02M ﹤0.01%
9,754
-593
1128
$1.01M ﹤0.01%
24,036
+11,779
1129
$1.01M ﹤0.01%
27,121
+2,387
1130
$1.01M ﹤0.01%
37,507
+9,529
1131
$1.01M ﹤0.01%
54,166
-2,438
1132
$1.01M ﹤0.01%
30,691
-1,448
1133
$1.01M ﹤0.01%
25,482
-5,447
1134
$1M ﹤0.01%
11,852
+1,474
1135
$1M ﹤0.01%
2,408
+188
1136
$1M ﹤0.01%
38,610
+718
1137
$996K ﹤0.01%
45,784
+6,043
1138
$995K ﹤0.01%
7,763
-3,326
1139
$992K ﹤0.01%
15,377
+971
1140
$990K ﹤0.01%
16,438
+2,697
1141
$989K ﹤0.01%
37,708
-3,090
1142
$988K ﹤0.01%
16,499
-1,688
1143
$988K ﹤0.01%
40,242
-410
1144
$983K ﹤0.01%
145,612
+42,019
1145
$979K ﹤0.01%
8,508
-844
1146
$978K ﹤0.01%
11,374
-3,478
1147
$973K ﹤0.01%
22,245
-1,813
1148
$972K ﹤0.01%
12,919
-776
1149
$970K ﹤0.01%
24,813
-2,877
1150
$969K ﹤0.01%
6,967
+83
44 45
46
47 48