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
1426
$536K ﹤0.01%
10,764
-623
1427
$535K ﹤0.01%
13,532
+600
1428
$535K ﹤0.01%
3,800
+709
1429
$533K ﹤0.01%
7,045
-435
1430
$530K ﹤0.01%
+7,294
1431
$529K ﹤0.01%
5,057
+242
1432
$528K ﹤0.01%
90,862
+12,353
1433
$525K ﹤0.01%
6,175
-1,292
1434
$524K ﹤0.01%
14,859
+2,198
1435
$522K ﹤0.01%
11,726
-1,845
1436
$521K ﹤0.01%
16,998
+487
1437
$520K ﹤0.01%
4,852
-1,741
1438
$519K ﹤0.01%
27,610
+2,620
1439
$519K ﹤0.01%
58,336
+16,700
1440
$518K ﹤0.01%
4,416
-4
1441
$516K ﹤0.01%
9,327
+994
1442
$515K ﹤0.01%
4,915
+583
1443
$511K ﹤0.01%
1,171
-3
1444
$510K ﹤0.01%
9,025
+1,930
1445
$510K ﹤0.01%
7,969
-1,353
1446
$510K ﹤0.01%
7,358
1447
$507K ﹤0.01%
10,014
-773
1448
$506K ﹤0.01%
106,616
+89,972
1449
$504K ﹤0.01%
3,199
+8
1450
$504K ﹤0.01%
2,451
+304
56 57
58
59 60