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
1376
$602K ﹤0.01%
16,655
-8,170
1377
$601K ﹤0.01%
22,300
+2,891
1378
$601K ﹤0.01%
1,823
+218
1379
$600K ﹤0.01%
15,059
-1,166
1380
$600K ﹤0.01%
7,667
+1,357
1381
$595K ﹤0.01%
11,572
-221
1382
$593K ﹤0.01%
17,520
-1,309
1383
$592K ﹤0.01%
50,000
-110
1384
$592K ﹤0.01%
66,714
+567
1385
$588K ﹤0.01%
10,064
+4,653
1386
$585K ﹤0.01%
9,762
1387
$584K ﹤0.01%
+125,426
1388
$584K ﹤0.01%
8,708
+75
1389
$584K ﹤0.01%
12,563
-302
1390
$583K ﹤0.01%
116,888
+2,686
1391
$582K ﹤0.01%
15,674
+632
1392
$582K ﹤0.01%
+14,490
1393
$580K ﹤0.01%
7,054
+233
1394
$579K ﹤0.01%
17,981
-52
1395
$576K ﹤0.01%
63,066
+19,063
1396
$576K ﹤0.01%
+28,665
1397
$576K ﹤0.01%
6,565
+513
1398
$575K ﹤0.01%
11,838
-84
1399
$573K ﹤0.01%
36,845
+13,819
1400
$572K ﹤0.01%
24,041
-3,000
54 55
56
57 58