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
1551
$394K ﹤0.01%
+199,022
1552
$392K ﹤0.01%
15,165
-3,240
1553
$392K ﹤0.01%
3,057
+1,244
1554
$391K ﹤0.01%
3,611
-244
1555
$389K ﹤0.01%
4,569
+1,184
1556
$388K ﹤0.01%
25,000
-698
1557
$388K ﹤0.01%
5,772
-105
1558
$387K ﹤0.01%
8,277
+94
1559
$386K ﹤0.01%
5,289
-2,384
1560
$386K ﹤0.01%
6,640
+565
1561
$381K ﹤0.01%
5,728
-536
1562
$381K ﹤0.01%
+10,515
1563
$378K ﹤0.01%
3,112
-9
1564
$376K ﹤0.01%
37,150
+3,995
1565
$373K ﹤0.01%
+10,394
1566
$373K ﹤0.01%
5,859
+1,364
1567
$371K ﹤0.01%
13,243
-112
1568
$371K ﹤0.01%
19,855
+3,401
1569
$369K ﹤0.01%
3,369
+254
1570
$369K ﹤0.01%
7,128
-421
1571
$368K ﹤0.01%
+12,967
1572
$368K ﹤0.01%
43,746
1573
$368K ﹤0.01%
7,239
-67
1574
$367K ﹤0.01%
22,548
1575
$367K ﹤0.01%
6,645
+7
61 62
63
64 65