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
1451
$504K ﹤0.01%
16,124
-393
1452
$502K ﹤0.01%
12,501
+403
1453
$502K ﹤0.01%
8,439
-7,221
1454
$502K ﹤0.01%
6,454
-71
1455
$497K ﹤0.01%
6,131
+975
1456
$496K ﹤0.01%
14,483
-812
1457
$496K ﹤0.01%
39,528
-783
1458
$496K ﹤0.01%
9,132
-795
1459
$496K ﹤0.01%
+7,038
1460
$495K ﹤0.01%
29,621
-2,253
1461
$494K ﹤0.01%
7,488
+144
1462
$492K ﹤0.01%
14,485
-1,023
1463
$491K ﹤0.01%
11,643
+1,880
1464
$491K ﹤0.01%
23,524
-5,332
1465
$490K ﹤0.01%
+20,003
1466
$490K ﹤0.01%
7,148
-1,279
1467
$489K ﹤0.01%
15,549
+57
1468
$488K ﹤0.01%
19,420
+4,200
1469
$487K ﹤0.01%
11,436
1470
$486K ﹤0.01%
26,250
-1,712
1471
$486K ﹤0.01%
21,527
+2,000
1472
$484K ﹤0.01%
20,126
-6,044
1473
$484K ﹤0.01%
20,942
-1,780
1474
$478K ﹤0.01%
12,799
+1,726
1475
$478K ﹤0.01%
16,644
-3,087
57 58
59
60 61