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
1751
$236K ﹤0.01%
18,446
1752
$234K ﹤0.01%
6,151
1753
$233K ﹤0.01%
5,911
1754
$232K ﹤0.01%
7,474
+233
1755
$231K ﹤0.01%
13,175
+609
1756
$230K ﹤0.01%
3,097
-49
1757
$228K ﹤0.01%
7,612
+18
1758
$228K ﹤0.01%
6,673
+32
1759
$227K ﹤0.01%
+1,135
1760
$227K ﹤0.01%
5,509
1761
$227K ﹤0.01%
+2,002
1762
$226K ﹤0.01%
9,150
+916
1763
$226K ﹤0.01%
6,471
+51
1764
$226K ﹤0.01%
4,373
-3,974
1765
$225K ﹤0.01%
+4,715
1766
$225K ﹤0.01%
4,009
1767
$224K ﹤0.01%
1,485
-91
1768
$222K ﹤0.01%
30,406
1769
$222K ﹤0.01%
7,250
-832
1770
$222K ﹤0.01%
5,311
-397
1771
$221K ﹤0.01%
+2,598
1772
$220K ﹤0.01%
52,041
+7,487
1773
$220K ﹤0.01%
1,905
-675
1774
$219K ﹤0.01%
3,596
+120
1775
$218K ﹤0.01%
3,361
-503
69 70
71
72 73