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
1626
$323K ﹤0.01%
7,916
+487
1627
$321K ﹤0.01%
55,128
-26
1628
$321K ﹤0.01%
9,823
+1,231
1629
$321K ﹤0.01%
18,887
-304
1630
$321K ﹤0.01%
2,935
+170
1631
$320K ﹤0.01%
4,858
-83
1632
$319K ﹤0.01%
8,611
-1,351
1633
$318K ﹤0.01%
11,428
+22
1634
$316K ﹤0.01%
+4,833
1635
$315K ﹤0.01%
10,891
+68
1636
$315K ﹤0.01%
13,524
+72
1637
$314K ﹤0.01%
17,423
1638
$312K ﹤0.01%
+7,505
1639
$310K ﹤0.01%
8,234
+9
1640
$307K ﹤0.01%
11,765
-414
1641
$304K ﹤0.01%
+18,464
1642
$303K ﹤0.01%
5,352
1643
$301K ﹤0.01%
8,921
-18
1644
$301K ﹤0.01%
10,500
1645
$300K ﹤0.01%
4,582
+224
1646
$299K ﹤0.01%
45,036
+19,699
1647
$299K ﹤0.01%
2,929
+320
1648
$299K ﹤0.01%
42,580
1649
$297K ﹤0.01%
7,892
-10,766
1650
$296K ﹤0.01%
1,747
64 65
66
67 68