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
1401
$571K ﹤0.01%
258,473
1402
$571K ﹤0.01%
19,499
-1,346
1403
$568K ﹤0.01%
12,973
-3
1404
$568K ﹤0.01%
13,871
+2,160
1405
$567K ﹤0.01%
28,104
-21,468
1406
$564K ﹤0.01%
12,792
+2,458
1407
$564K ﹤0.01%
16,205
+4,472
1408
$563K ﹤0.01%
24,263
+2,527
1409
$562K ﹤0.01%
8,709
-2,861
1410
$562K ﹤0.01%
12,088
+591
1411
$561K ﹤0.01%
13,158
+4,631
1412
$559K ﹤0.01%
19,919
+4,404
1413
$557K ﹤0.01%
11,538
+3,498
1414
$555K ﹤0.01%
8,522
+265
1415
$555K ﹤0.01%
12,091
+787
1416
$552K ﹤0.01%
+90,686
1417
$551K ﹤0.01%
18,748
-447
1418
$550K ﹤0.01%
10,730
-1,385
1419
$549K ﹤0.01%
18,081
+1,350
1420
$548K ﹤0.01%
17,591
1421
$544K ﹤0.01%
19,914
-1,646
1422
$542K ﹤0.01%
65,350
1423
$540K ﹤0.01%
33,209
+1,394
1424
$540K ﹤0.01%
31,797
1425
$536K ﹤0.01%
27,149
-7,406
55 56
57
58 59