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
1151
$968K ﹤0.01%
9,365
-561
1152
$962K ﹤0.01%
46,132
+30,313
1153
$961K ﹤0.01%
58,327
-1,235
1154
$961K ﹤0.01%
29,574
+3,452
1155
$959K ﹤0.01%
71,971
+2,183
1156
$956K ﹤0.01%
5,364
+3,170
1157
$956K ﹤0.01%
22,959
+10,738
1158
$954K ﹤0.01%
17,851
+3,619
1159
$953K ﹤0.01%
33,094
+65
1160
$952K ﹤0.01%
2,820
-1,267
1161
$951K ﹤0.01%
19,401
+1,326
1162
$950K ﹤0.01%
16,787
+507
1163
$950K ﹤0.01%
10,983
+1,640
1164
$947K ﹤0.01%
15,890
-6,487
1165
$946K ﹤0.01%
59,073
-1,613
1166
$942K ﹤0.01%
4,436
+705
1167
$940K ﹤0.01%
51,739
-3,923
1168
$938K ﹤0.01%
22,313
-2,329
1169
$936K ﹤0.01%
29,207
-1,497
1170
$936K ﹤0.01%
13,378
-1,909
1171
$935K ﹤0.01%
22,015
1172
$930K ﹤0.01%
12,770
+4,412
1173
$930K ﹤0.01%
32,788
-2,625
1174
$926K ﹤0.01%
9,818
+1,280
1175
$918K ﹤0.01%
21,129
+917
45 46
47
48 49