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
1176
$917K ﹤0.01%
8,922
-745
1177
$917K ﹤0.01%
32,353
+1,520
1178
$916K ﹤0.01%
7,382
+3,529
1179
$915K ﹤0.01%
86,998
-20,519
1180
$914K ﹤0.01%
136,009
+2,775
1181
$914K ﹤0.01%
28,702
+3,760
1182
$913K ﹤0.01%
10,635
-125
1183
$912K ﹤0.01%
23,675
-2,359
1184
$912K ﹤0.01%
7,392
-232
1185
$910K ﹤0.01%
11,915
-36
1186
$910K ﹤0.01%
4,528
+72
1187
$908K ﹤0.01%
37,534
+8,398
1188
$907K ﹤0.01%
69,961
+13,126
1189
$905K ﹤0.01%
9,868
-250
1190
$902K ﹤0.01%
21,980
-4,000
1191
$901K ﹤0.01%
32,482
+317
1192
$901K ﹤0.01%
47,394
+2,646
1193
$898K ﹤0.01%
23,031
-4,143
1194
$896K ﹤0.01%
8,669
+1,381
1195
$892K ﹤0.01%
45,557
-9,211
1196
$891K ﹤0.01%
57,466
+6,661
1197
$890K ﹤0.01%
10,620
-13
1198
$886K ﹤0.01%
8,935
+306
1199
$883K ﹤0.01%
8,423
-453
1200
$881K ﹤0.01%
10,825
+374
46 47
48
49 50