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
1276
$748K ﹤0.01%
12,105
-2,045
1277
$748K ﹤0.01%
37,722
-909,901
1278
$747K ﹤0.01%
10,690
+4,304
1279
$746K ﹤0.01%
10,532
-2,082
1280
$746K ﹤0.01%
17,079
-312
1281
$745K ﹤0.01%
21,877
+555
1282
$744K ﹤0.01%
17,943
-266
1283
$744K ﹤0.01%
44,453
+1,241
1284
$743K ﹤0.01%
44,231
-538
1285
$741K ﹤0.01%
39,208
+6,887
1286
$740K ﹤0.01%
34,253
+7,791
1287
$736K ﹤0.01%
49,724
1288
$734K ﹤0.01%
34,580
+16,450
1289
$733K ﹤0.01%
45,714
+4,571
1290
$732K ﹤0.01%
5,068
+399
1291
$732K ﹤0.01%
10,272
-593
1292
$731K ﹤0.01%
12,402
1293
$731K ﹤0.01%
20,696
-1,315
1294
$730K ﹤0.01%
26,275
+5,746
1295
$727K ﹤0.01%
8,063
-60
1296
$723K ﹤0.01%
16,176
-115
1297
$723K ﹤0.01%
190,692
+65,631
1298
$722K ﹤0.01%
8,793
-1,506
1299
$721K ﹤0.01%
9,700
+3,504
1300
$721K ﹤0.01%
10,784
-7
50 51
52
53 54