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
1726
$252K ﹤0.01%
31,929
-2,536
1727
$252K ﹤0.01%
4,133
-4,661
1728
$252K ﹤0.01%
+2,005
1729
$251K ﹤0.01%
19,659
-2,734
1730
$249K ﹤0.01%
1,353
-75
1731
$249K ﹤0.01%
11,444
-693
1732
$248K ﹤0.01%
+2,767
1733
$248K ﹤0.01%
+3,369
1734
$247K ﹤0.01%
9,021
-573
1735
$247K ﹤0.01%
5,023
-2,195
1736
$245K ﹤0.01%
+8,080
1737
$245K ﹤0.01%
36,200
1738
$245K ﹤0.01%
+3,450
1739
$244K ﹤0.01%
5,509
+3
1740
$243K ﹤0.01%
8,664
-11,942
1741
$240K ﹤0.01%
7,604
+92
1742
$240K ﹤0.01%
9,707
-7,149
1743
$240K ﹤0.01%
5,643
-1,313
1744
$240K ﹤0.01%
5,654
1745
$239K ﹤0.01%
+10,445
1746
$239K ﹤0.01%
11,789
+766
1747
$238K ﹤0.01%
+5,664
1748
$238K ﹤0.01%
3,419
-87
1749
$237K ﹤0.01%
7,274
-602
1750
$236K ﹤0.01%
3,834
68 69
70
71 72