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
1201
$880K ﹤0.01%
40,172
+6,371
1202
$880K ﹤0.01%
4,633
-1,278
1203
$876K ﹤0.01%
17,853
+3,161
1204
$874K ﹤0.01%
6,486
-328
1205
$872K ﹤0.01%
16,186
-1,088
1206
$869K ﹤0.01%
2,942
+1,726
1207
$869K ﹤0.01%
8,336
+1,582
1208
$869K ﹤0.01%
19,788
-6,640
1209
$868K ﹤0.01%
34,416
+7,000
1210
$868K ﹤0.01%
91,930
+35,989
1211
$864K ﹤0.01%
31,553
+48
1212
$863K ﹤0.01%
11,578
-139
1213
$861K ﹤0.01%
23,959
-670
1214
$861K ﹤0.01%
29,480
-421
1215
$859K ﹤0.01%
11,916
-3,356
1216
$855K ﹤0.01%
22,829
+4,856
1217
$855K ﹤0.01%
10,143
+1,759
1218
$855K ﹤0.01%
10,446
-937
1219
$854K ﹤0.01%
+27,654
1220
$853K ﹤0.01%
30,920
+2,911
1221
$850K ﹤0.01%
24,095
+519
1222
$848K ﹤0.01%
17,266
-372
1223
$843K ﹤0.01%
4,856
+259
1224
$842K ﹤0.01%
59,873
-2,782
1225
$841K ﹤0.01%
34,129
+7,210
47 48
49
50 51