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
1526
$429K ﹤0.01%
8,031
-5,463
1527
$427K ﹤0.01%
8,734
-23
1528
$425K ﹤0.01%
23,195
+5,057
1529
$424K ﹤0.01%
3,035
+398
1530
$420K ﹤0.01%
56,178
+23,094
1531
$419K ﹤0.01%
5,211
-1,418
1532
$419K ﹤0.01%
+9,987
1533
$418K ﹤0.01%
26,449
+287
1534
$417K ﹤0.01%
12,534
-31,042
1535
$416K ﹤0.01%
17,155
-3,474
1536
$414K ﹤0.01%
23,493
+5,568
1537
$413K ﹤0.01%
13,661
-100
1538
$409K ﹤0.01%
+7,199
1539
$407K ﹤0.01%
7,562
-1,432
1540
$405K ﹤0.01%
4,449
-4,070
1541
$405K ﹤0.01%
9,612
+1,287
1542
$403K ﹤0.01%
26,223
+174
1543
$402K ﹤0.01%
13,312
+6,027
1544
$400K ﹤0.01%
7,309
-83,498
1545
$399K ﹤0.01%
5,724
+22
1546
$396K ﹤0.01%
+16,875
1547
$396K ﹤0.01%
20,804
1548
$396K ﹤0.01%
12,078
+922
1549
$395K ﹤0.01%
5,743
+973
1550
$394K ﹤0.01%
3,798
-3,944
60 61
62
63 64