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
1926
– –
-21,690
1927
– –
-10,142
1928
– –
-10,473
1929
– –
-3,863
1930
– –
-7,038
1931
– –
-1,076
1932
– –
-21,875
1933
– –
-7,146
1934
– –
-10,005
1935
– –
-4,934
1936
– –
-32,640
1937
– –
-7,215
1938
– –
-19,465
1939
– –
-11,774
1940
– –
-3,660
1941
– –
-9,131
1942
– –
-6,085
1943
– –
-11,896
1944
– –
-10,000
1945
– –
-10,000
1946
– –
-20,000
1947
– –
-15,464
1948
– –
-11,927
1949
– –
-1,755
1950
– –
-5,616
76 77
78
79 80