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
1326
$684K ﹤0.01%
+218,598
1327
$682K ﹤0.01%
23,652
-89,903
1328
$681K ﹤0.01%
8,485
-426
1329
$680K ﹤0.01%
6,407
-821
1330
$679K ﹤0.01%
10,974
+832
1331
$677K ﹤0.01%
27,805
-6,755
1332
$673K ﹤0.01%
9,827
-511
1333
$669K ﹤0.01%
15,119
-243
1334
$667K ﹤0.01%
22,870
+6,742
1335
$664K ﹤0.01%
15,540
-8,404
1336
$663K ﹤0.01%
3,167
-12
1337
$662K ﹤0.01%
15,653
+110
1338
$661K ﹤0.01%
10,895
+885
1339
$660K ﹤0.01%
43,601
+811
1340
$659K ﹤0.01%
22,542
+13,076
1341
$659K ﹤0.01%
13,343
+1,254
1342
$659K ﹤0.01%
7,105
-814
1343
$658K ﹤0.01%
11,613
-1,314
1344
$652K ﹤0.01%
33,243
-2,222
1345
$649K ﹤0.01%
28,515
+4,431
1346
$649K ﹤0.01%
1,206
-210
1347
$649K ﹤0.01%
5,161
+973
1348
$647K ﹤0.01%
37,589
-156
1349
$647K ﹤0.01%
15,776
-4,733
1350
$647K ﹤0.01%
25,760
+3,050
52 53
54
55 56