JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1876
$108K ﹤0.01%
18,831
-2,970
1877
$107K ﹤0.01%
10,278
-50,772
1878
$105K ﹤0.01%
992
-106
1879
$103K ﹤0.01%
15,712
-795
1880
$101K ﹤0.01%
16,551
-8,317
1881
$96K ﹤0.01%
27,951
-9,924
1882
$90K ﹤0.01%
+14,017
1883
$85K ﹤0.01%
18,300
1884
$78K ﹤0.01%
25,914
+2,373
1885
$75K ﹤0.01%
41,593
1886
$69K ﹤0.01%
31,245
+1,245
1887
$69K ﹤0.01%
29,198
+3,966
1888
$66K ﹤0.01%
801
-22
1889
$65K ﹤0.01%
+11,711
1890
$63K ﹤0.01%
+12,699
1891
$60K ﹤0.01%
2,020
1892
$57K ﹤0.01%
10,900
1893
$53K ﹤0.01%
+10,458
1894
$53K ﹤0.01%
10,768
1895
$52K ﹤0.01%
846
1896
$47K ﹤0.01%
5,000
1897
$46K ﹤0.01%
25,616
1898
$44K ﹤0.01%
+4,000
1899
$44K ﹤0.01%
+19,285
1900
$38K ﹤0.01%
+400
74 75
76
77 78