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
1951
– –
-10,156
1952
– –
-2,076
1953
– –
-2,225
1954
– –
-3,015
1955
– –
-50,000
1956
– –
-8,184
1957
– –
-2,841
1958
– –
-2,734
1959
– –
-10,687
1960
– –
-29,427
1961
– –
-9,320
1962
– –
-759,414
1963
– –
-1,140
1964
– –
-15,291
1965
– –
-2,362
1966
– –
-13,276
1967
– –
-26,691
1968
– –
-48,000
1969
– –
-11,585
1970
– –
-3,350
1971
– –
-17,272
1972
– –
-156,100
1973
– –
-76,836
1974
– –
-3,889
1975
– –
-3,334
77 78
79
80 81