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
1851
$145K ﹤0.01%
17,248
-136
1852
$142K ﹤0.01%
17,656
+578
1853
$139K ﹤0.01%
15,173
-1,475
1854
$136K ﹤0.01%
12,587
-20,000
1855
$136K ﹤0.01%
14,825
1856
$133K ﹤0.01%
11,695
+82
1857
$132K ﹤0.01%
13,566
-1,608
1858
$131K ﹤0.01%
32,592
1859
$131K ﹤0.01%
32,038
-5,120
1860
$131K ﹤0.01%
11,951
-42
1861
$130K ﹤0.01%
+2,795
1862
$129K ﹤0.01%
10,004
-3,901
1863
$126K ﹤0.01%
17,716
1864
$125K ﹤0.01%
18,174
+483
1865
$123K ﹤0.01%
19,599
1866
$120K ﹤0.01%
14,461
-840
1867
$120K ﹤0.01%
11,843
1868
$119K ﹤0.01%
+15,200
1869
$117K ﹤0.01%
20,340
-5,524
1870
$117K ﹤0.01%
5,167
1871
$116K ﹤0.01%
25,022
+7,221
1872
$116K ﹤0.01%
+25,204
1873
$114K ﹤0.01%
12,673
-192
1874
$114K ﹤0.01%
10,000
-185
1875
$110K ﹤0.01%
10,710
73 74
75
76 77