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
1226
$839K ﹤0.01%
33,968
-1,101
1227
$830K ﹤0.01%
33,796
-104
1228
$823K ﹤0.01%
44,027
+9,338
1229
$821K ﹤0.01%
18,554
-77
1230
$819K ﹤0.01%
133,842
-47,017
1231
$818K ﹤0.01%
38,398
+5,064
1232
$818K ﹤0.01%
11,677
+3,249
1233
$812K ﹤0.01%
40,880
-180
1234
$810K ﹤0.01%
15,561
-1,310
1235
$810K ﹤0.01%
10,920
1236
$808K ﹤0.01%
105,121
+1,040
1237
$805K ﹤0.01%
12,716
+4,000
1238
$804K ﹤0.01%
34,540
+7,522
1239
$804K ﹤0.01%
15,559
1240
$802K ﹤0.01%
26,465
-551
1241
$800K ﹤0.01%
8,315
-647
1242
$798K ﹤0.01%
40,965
-109,256
1243
$797K ﹤0.01%
13,268
+507
1244
$797K ﹤0.01%
22,991
-80
1245
$796K ﹤0.01%
13,783
+901
1246
$794K ﹤0.01%
17,470
-742
1247
$793K ﹤0.01%
93,895
-11,248
1248
$793K ﹤0.01%
29,054
+2,212
1249
$792K ﹤0.01%
4,466
-1,095
1250
$791K ﹤0.01%
9,315
48 49
50
51 52