JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
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
+$78M
2
+$69.4M
3
+$61.6M
4
DVN icon
Devon Energy
DVN
+$60.3M
5
MCK icon
McKesson
MCK
+$59.1M

Top Sells

1
+$91.7M
2
+$55.4M
3
+$41.3M
4
CG icon
Carlyle Group
CG
+$40M
5
CMI icon
Cummins
CMI
+$35.8M

Sector Composition

1 Technology 15.91%
2 Healthcare 10.18%
3 Financials 8.88%
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%
+223
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
– –
-1,617
1917
– –
-10,142
1918
– –
-3,863
1919
– –
-7,038
1920
– –
-2,225
1921
– –
-3,015
1922
– –
-50,000
1923
– –
-8,184
1924
– –
-2,841
1925
– –
-46,867
75 76
77
78 79