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
1601
$344K ﹤0.01%
5,521
+288
1602
$342K ﹤0.01%
10,118
+4,170
1603
$342K ﹤0.01%
7,732
-890
1604
$342K ﹤0.01%
10,046
+39
1605
$340K ﹤0.01%
43,581
1606
$340K ﹤0.01%
19,684
-242
1607
$339K ﹤0.01%
15,735
-6,558
1608
$337K ﹤0.01%
6,370
-141
1609
$336K ﹤0.01%
12,459
+3,827
1610
$336K ﹤0.01%
19,760
-10,334
1611
$336K ﹤0.01%
7,723
-227
1612
$335K ﹤0.01%
5,011
+16
1613
$333K ﹤0.01%
2,216
+249
1614
$331K ﹤0.01%
22,940
+4,632
1615
$331K ﹤0.01%
+5,605
1616
$330K ﹤0.01%
2,181
-5,935
1617
$329K ﹤0.01%
8,099
+912
1618
$328K ﹤0.01%
8,871
1619
$327K ﹤0.01%
6,498
-2,157
1620
$327K ﹤0.01%
3,256
-23
1621
$326K ﹤0.01%
4,983
-746
1622
$326K ﹤0.01%
4,571
+258
1623
$326K ﹤0.01%
9,498
-1,369
1624
$325K ﹤0.01%
6,055
+368
1625
$323K ﹤0.01%
33,140
-3,537
63 64
65
66 67