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
1651
$295K ﹤0.01%
+2,469
1652
$295K ﹤0.01%
7,170
1653
$295K ﹤0.01%
6,670
+654
1654
$295K ﹤0.01%
86,203
+30,108
1655
$295K ﹤0.01%
2,324
+105
1656
$294K ﹤0.01%
3,902
+236
1657
$292K ﹤0.01%
9,443
+63
1658
$291K ﹤0.01%
20,006
1659
$291K ﹤0.01%
15,273
+3,170
1660
$290K ﹤0.01%
+1,907
1661
$290K ﹤0.01%
7,575
1662
$289K ﹤0.01%
2,365
-97
1663
$289K ﹤0.01%
11,726
+2,739
1664
$289K ﹤0.01%
4,293
-288
1665
$289K ﹤0.01%
1,638
-22
1666
$288K ﹤0.01%
13,052
1667
$288K ﹤0.01%
3,068
+331
1668
$286K ﹤0.01%
4,243
+193
1669
$286K ﹤0.01%
3,642
+870
1670
$285K ﹤0.01%
11,410
1671
$284K ﹤0.01%
7,130
+1,034
1672
$284K ﹤0.01%
9,873
+617
1673
$284K ﹤0.01%
13,677
+1,696
1674
$283K ﹤0.01%
2,870
+13
1675
$282K ﹤0.01%
17,340
+2,520
65 66
67
68 69