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
1826
$184K ﹤0.01%
4,341
+15
1827
$180K ﹤0.01%
18,782
+458
1828
$178K ﹤0.01%
+14,496
1829
$177K ﹤0.01%
11,815
+1,583
1830
$173K ﹤0.01%
+18,784
1831
$172K ﹤0.01%
+8,150
1832
$172K ﹤0.01%
+23,482
1833
$171K ﹤0.01%
12,330
+1,073
1834
$170K ﹤0.01%
20,204
+5,709
1835
$169K ﹤0.01%
10,773
-4,441
1836
$169K ﹤0.01%
+38,520
1837
$169K ﹤0.01%
14,044
1838
$163K ﹤0.01%
+13,192
1839
$163K ﹤0.01%
20,000
1840
$161K ﹤0.01%
44,784
-8,955
1841
$160K ﹤0.01%
17,993
1842
$159K ﹤0.01%
57,943
+4,351
1843
$157K ﹤0.01%
10,186
-271
1844
$156K ﹤0.01%
26,739
1845
$154K ﹤0.01%
+4,000
1846
$153K ﹤0.01%
18,580
-282
1847
$152K ﹤0.01%
13,267
+167
1848
$149K ﹤0.01%
18,539
+4,324
1849
$148K ﹤0.01%
12,844
+965
1850
$146K ﹤0.01%
10,421
-23
72 73
74
75 76