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
1476
$477K ﹤0.01%
+10,383
1477
$476K ﹤0.01%
86,492
+16,973
1478
$476K ﹤0.01%
12,338
-130
1479
$475K ﹤0.01%
4,742
-14,497
1480
$475K ﹤0.01%
16,310
+880
1481
$474K ﹤0.01%
116,370
+37,971
1482
$473K ﹤0.01%
8,952
+116
1483
$472K ﹤0.01%
29,667
-8,562
1484
$471K ﹤0.01%
67,054
-20,524
1485
$471K ﹤0.01%
11,003
-110
1486
$470K ﹤0.01%
12,451
-645
1487
$468K ﹤0.01%
9,876
-660
1488
$468K ﹤0.01%
10,247
+617
1489
$467K ﹤0.01%
10,112
+574
1490
$466K ﹤0.01%
38,673
-68,519
1491
$466K ﹤0.01%
6,457
-58
1492
$466K ﹤0.01%
14,332
+3,000
1493
$465K ﹤0.01%
7,225
-1,654
1494
$464K ﹤0.01%
17,614
-6,271
1495
$462K ﹤0.01%
3,235
-15
1496
$460K ﹤0.01%
10,903
-59
1497
$460K ﹤0.01%
7,351
-494
1498
$460K ﹤0.01%
+13,259
1499
$460K ﹤0.01%
9,888
+5,485
1500
$459K ﹤0.01%
12,418
+6,172
58 59
60
61 62