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
1701
$269K ﹤0.01%
19,550
+500
1702
$268K ﹤0.01%
23,151
+1,926
1703
$268K ﹤0.01%
14,021
-17
1704
$267K ﹤0.01%
5,329
-749
1705
$266K ﹤0.01%
10,455
-1,885
1706
$265K ﹤0.01%
9,508
-715
1707
$265K ﹤0.01%
10,903
+424
1708
$265K ﹤0.01%
+2,944
1709
$264K ﹤0.01%
4,712
-764
1710
$264K ﹤0.01%
4,821
+95
1711
$262K ﹤0.01%
3,317
-584
1712
$262K ﹤0.01%
3,929
-582
1713
$262K ﹤0.01%
20,102
-927
1714
$262K ﹤0.01%
6,285
+104
1715
$261K ﹤0.01%
23,208
+27
1716
$259K ﹤0.01%
16,542
+398
1717
$259K ﹤0.01%
3,047
+27
1718
$258K ﹤0.01%
2,939
-19
1719
$258K ﹤0.01%
11,295
-500
1720
$258K ﹤0.01%
3,394
+298
1721
$258K ﹤0.01%
66,264
-2,586
1722
$256K ﹤0.01%
2,132
-924
1723
$254K ﹤0.01%
13,770
1724
$254K ﹤0.01%
34,084
+5,367
1725
$253K ﹤0.01%
+10,638
67 68
69
70 71