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
1901
$34K ﹤0.01%
10,000
1902
$32K ﹤0.01%
11,528
1903
$30K ﹤0.01%
+16,029
1904
$29K ﹤0.01%
10,060
+60
1905
$29K ﹤0.01%
1,104
1906
$27K ﹤0.01%
+12,250
1907
$23K ﹤0.01%
+880
1908
$20K ﹤0.01%
+15,000
1909
$20K ﹤0.01%
+13,650
1910
$19K ﹤0.01%
29,962
-23,165
1911
$16K ﹤0.01%
+1,150
1912
$14K ﹤0.01%
+2,266
1913
$9K ﹤0.01%
+3,333
1914
$6K ﹤0.01%
534
1915
– –
0
1916
– –
-7,760
1917
– –
-15,000
1918
– –
-25,925
1919
– –
-60,533
1920
– –
-44,237
1921
– –
-1,617
1922
– –
-6,700
1923
– –
-8,079
1924
– –
-5,552
1925
– –
-10,504
75 76
77
78 79