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
1976
– –
-9,023
1977
– –
-26,143
1978
– –
-48,996
1979
– –
-1,506
1980
– –
-127,946
1981
– –
-280,143
1982
– –
-10,631
1983
– –
-12,042
1984
– –
-29,910
1985
– –
-611,962
1986
– –
-10,503
1987
– –
-18,545
1988
– –
-10
1989
– –
-83,518
1990
– –
-10,000
1991
– –
-2,661
1992
– –
-3,877
1993
– –
-12,235
1994
– –
-32,338
1995
– –
-6,735
1996
– –
-11,904
1997
– –
-21,406
1998
– –
-10,000
1999
– –
-10,000
2000
– –
-17,743
77 78 79
80
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