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
1801
$205K ﹤0.01%
9,452
-1,637
1802
$204K ﹤0.01%
+3,566
1803
$204K ﹤0.01%
5,105
+41
1804
$203K ﹤0.01%
+3,800
1805
$203K ﹤0.01%
+6,127
1806
$203K ﹤0.01%
79,241
1807
$203K ﹤0.01%
26,833
+178
1808
$203K ﹤0.01%
9,663
-575
1809
$202K ﹤0.01%
18,242
-1,902
1810
$199K ﹤0.01%
12,032
1811
$199K ﹤0.01%
17,041
+111
1812
$198K ﹤0.01%
13,646
-3,581
1813
$197K ﹤0.01%
50,923
+443
1814
$197K ﹤0.01%
15,500
1815
$196K ﹤0.01%
16,250
1816
$195K ﹤0.01%
16,126
-619
1817
$195K ﹤0.01%
11,835
+2,119
1818
$195K ﹤0.01%
10,712
-56
1819
$194K ﹤0.01%
17,988
-41
1820
$194K ﹤0.01%
12,575
+2,527
1821
$193K ﹤0.01%
24,154
+3,470
1822
$193K ﹤0.01%
+10,401
1823
$193K ﹤0.01%
23,134
+696
1824
$192K ﹤0.01%
17,556
+6
1825
$187K ﹤0.01%
+12,920
71 72
73
74 75