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
1501
$459K ﹤0.01%
18,000
1502
$457K ﹤0.01%
16,855
+1,178
1503
$453K ﹤0.01%
10,552
-1,003
1504
$452K ﹤0.01%
48,107
-1,776
1505
$451K ﹤0.01%
28,589
-9,233
1506
$450K ﹤0.01%
4,021
-565
1507
$450K ﹤0.01%
12,836
-2,032
1508
$450K ﹤0.01%
+18,338
1509
$448K ﹤0.01%
13,146
-240
1510
$445K ﹤0.01%
58,958
-12,019
1511
$444K ﹤0.01%
1,994
+57
1512
$443K ﹤0.01%
13,472
+597
1513
$442K ﹤0.01%
+11,490
1514
$441K ﹤0.01%
10,318
-88
1515
$441K ﹤0.01%
1,850
-2,265
1516
$440K ﹤0.01%
1,685
+67
1517
$440K ﹤0.01%
9,283
+802
1518
$440K ﹤0.01%
+3,969
1519
$439K ﹤0.01%
3,212
+139
1520
$436K ﹤0.01%
44,711
+5,367
1521
$435K ﹤0.01%
13,472
-625
1522
$434K ﹤0.01%
36,184
+4,036
1523
$434K ﹤0.01%
15,026
-796
1524
$433K ﹤0.01%
34,524
+7,615
1525
$430K ﹤0.01%
+23,329
59 60
61
62 63