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
1576
$366K ﹤0.01%
15,148
+300
1577
$365K ﹤0.01%
10,462
+5,696
1578
$365K ﹤0.01%
24,403
-812
1579
$364K ﹤0.01%
2,595
-1,125
1580
$360K ﹤0.01%
19,904
-50
1581
$359K ﹤0.01%
31,178
1582
$358K ﹤0.01%
11,715
-2,010
1583
$358K ﹤0.01%
+3,311
1584
$357K ﹤0.01%
8,849
-938
1585
$357K ﹤0.01%
6,163
+318
1586
$357K ﹤0.01%
28,555
+2,274
1587
$356K ﹤0.01%
4,562
-42
1588
$356K ﹤0.01%
15,880
-193
1589
$355K ﹤0.01%
+5,968
1590
$354K ﹤0.01%
7,679
+337
1591
$354K ﹤0.01%
18,918
+56
1592
$353K ﹤0.01%
+11,444
1593
$352K ﹤0.01%
3,230
-61
1594
$352K ﹤0.01%
8,772
-2,883
1595
$350K ﹤0.01%
12,222
-268
1596
$348K ﹤0.01%
24,070
1597
$347K ﹤0.01%
6,803
-7,162
1598
$347K ﹤0.01%
6,546
-45
1599
$347K ﹤0.01%
8,716
+1,113
1600
$346K ﹤0.01%
90,005
+19,141
62 63
64
65 66