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
1676
$282K ﹤0.01%
18,628
-1,217
1677
$281K ﹤0.01%
5,651
+554
1678
$281K ﹤0.01%
12,435
-608
1679
$280K ﹤0.01%
9,374
+338
1680
$280K ﹤0.01%
4,336
-57
1681
$279K ﹤0.01%
6,198
-478
1682
$278K ﹤0.01%
8,770
-222
1683
$278K ﹤0.01%
4,775
+73
1684
$276K ﹤0.01%
3,070
+107
1685
$275K ﹤0.01%
6,648
+138
1686
$275K ﹤0.01%
4,678
-268
1687
$274K ﹤0.01%
10,727
1688
$274K ﹤0.01%
+10,219
1689
$273K ﹤0.01%
8,948
-893
1690
$273K ﹤0.01%
9,131
-158
1691
$272K ﹤0.01%
21,778
-18,762
1692
$272K ﹤0.01%
13,690
-5,640
1693
$272K ﹤0.01%
7,981
-1,638
1694
$272K ﹤0.01%
5,119
-26
1695
$272K ﹤0.01%
5,416
+947
1696
$271K ﹤0.01%
8,808
+459
1697
$270K ﹤0.01%
4,257
-167
1698
$270K ﹤0.01%
5,546
+15
1699
$269K ﹤0.01%
10,542
+943
1700
$269K ﹤0.01%
9,676
-30
66 67
68
69 70