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
1301
$720K ﹤0.01%
4,346
+1,565
1302
$719K ﹤0.01%
21,558
-2,000
1303
$714K ﹤0.01%
15,784
-4,122
1304
$713K ﹤0.01%
307,349
-10,173
1305
$713K ﹤0.01%
7,454
+604
1306
$709K ﹤0.01%
35,909
+1,180
1307
$708K ﹤0.01%
+19,229
1308
$703K ﹤0.01%
27,972
-681
1309
$702K ﹤0.01%
26,829
+3,039
1310
$699K ﹤0.01%
10,477
-140
1311
$698K ﹤0.01%
7,556
-651
1312
$697K ﹤0.01%
17,954
-501
1313
$694K ﹤0.01%
40,460
-10,928
1314
$692K ﹤0.01%
10,734
+4,302
1315
$691K ﹤0.01%
14,518
-209
1316
$690K ﹤0.01%
4,411
+590
1317
$690K ﹤0.01%
11,254
-860
1318
$690K ﹤0.01%
161,584
-2,774
1319
$688K ﹤0.01%
74,786
+654
1320
$688K ﹤0.01%
26,009
+567
1321
$687K ﹤0.01%
13,137
+2
1322
$686K ﹤0.01%
5,836
-804
1323
$686K ﹤0.01%
1,402
+118
1324
$686K ﹤0.01%
9,600
-652
1325
$686K ﹤0.01%
8,377
+1,914
51 52
53
54 55