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
1351
$646K ﹤0.01%
25,835
+13,426
1352
$642K ﹤0.01%
7,155
-747
1353
$639K ﹤0.01%
78,829
+8,965
1354
$638K ﹤0.01%
17,000
1355
$638K ﹤0.01%
16,342
+1,955
1356
$638K ﹤0.01%
5,088
-97
1357
$637K ﹤0.01%
11,044
+1,309
1358
$634K ﹤0.01%
57,895
+15,795
1359
$634K ﹤0.01%
9,030
-679
1360
$634K ﹤0.01%
2,582
-1,136
1361
$631K ﹤0.01%
20,078
-1,330
1362
$630K ﹤0.01%
7,525
+283
1363
$628K ﹤0.01%
4,342
+115
1364
$621K ﹤0.01%
15,753
+338
1365
$621K ﹤0.01%
6,389
1366
$621K ﹤0.01%
41,436
-959
1367
$619K ﹤0.01%
31,767
-1,191
1368
$617K ﹤0.01%
67,038
+486
1369
$616K ﹤0.01%
10,784
-149
1370
$613K ﹤0.01%
14,800
+6,694
1371
$612K ﹤0.01%
17,657
-212,016
1372
$610K ﹤0.01%
44,660
+12,804
1373
$609K ﹤0.01%
64,816
-17,244
1374
$607K ﹤0.01%
6,482
-59,447
1375
$602K ﹤0.01%
12,294
-2
53 54
55
56 57