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
1776
$218K ﹤0.01%
+2,753
1777
$217K ﹤0.01%
11,265
-76
1778
$217K ﹤0.01%
+3,892
1779
$215K ﹤0.01%
+10,786
1780
$214K ﹤0.01%
4,678
-109
1781
$214K ﹤0.01%
3,781
-156
1782
$214K ﹤0.01%
3,710
+412
1783
$212K ﹤0.01%
484
+40
1784
$212K ﹤0.01%
+12,818
1785
$212K ﹤0.01%
+1,692
1786
$212K ﹤0.01%
63,740
1787
$211K ﹤0.01%
+5,712
1788
$210K ﹤0.01%
33,229
1789
$210K ﹤0.01%
8,790
-1,091
1790
$210K ﹤0.01%
78,156
+45,490
1791
$209K ﹤0.01%
4,125
-189
1792
$209K ﹤0.01%
+2,655
1793
$209K ﹤0.01%
15,265
+4,557
1794
$208K ﹤0.01%
4,205
-652
1795
$208K ﹤0.01%
5,313
+21
1796
$208K ﹤0.01%
+6,250
1797
$207K ﹤0.01%
10,042
1798
$207K ﹤0.01%
2,540
1799
$206K ﹤0.01%
3,910
+113
1800
$205K ﹤0.01%
5,541
70 71
72
73 74