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
1251
$786K ﹤0.01%
+26,381
1252
$786K ﹤0.01%
27,632
+3,338
1253
$779K ﹤0.01%
45,990
1254
$779K ﹤0.01%
118,729
-5,194
1255
$779K ﹤0.01%
22,456
+525
1256
$778K ﹤0.01%
25,320
+13,985
1257
$778K ﹤0.01%
25,445
-201
1258
$778K ﹤0.01%
30,000
1259
$775K ﹤0.01%
17,671
+3,027
1260
$774K ﹤0.01%
13,411
+1,258
1261
$772K ﹤0.01%
23,956
+10,532
1262
$771K ﹤0.01%
16,236
+840
1263
$768K ﹤0.01%
27,223
+25
1264
$768K ﹤0.01%
8,462
+643
1265
$767K ﹤0.01%
21,027
-22,619
1266
$761K ﹤0.01%
18,216
+104
1267
$761K ﹤0.01%
32,094
-6,760
1268
$761K ﹤0.01%
56,399
-78,460
1269
$758K ﹤0.01%
15,881
-10
1270
$758K ﹤0.01%
20,189
+233
1271
$757K ﹤0.01%
32,375
+8,742
1272
$756K ﹤0.01%
5,602
-1,191
1273
$751K ﹤0.01%
6,886
+704
1274
$751K ﹤0.01%
12,421
+1,463
1275
$748K ﹤0.01%
9,873
+835
49 50
51
52 53