JPMPWA

J.P. 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
$4.41B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.9M
3
+$12.1M
4
CS
Credit Suisse Group
CS
+$8.88M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$8.14M

Top Sells

1
+$18.5M
2
+$11.8M
3
+$10.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.61M

Sector Composition

1 Technology 12.27%
2 Energy 11.03%
3 Healthcare 10.64%
4 Industrials 9.74%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 3.04%
1,103,855
+23,502
2
$106M 2.41%
1,127,158
+190,265
3
$98.6M 2.24%
5,791,716
+184,772
4
$92.1M 2.09%
1,070,426
-22,148
5
$79M 1.79%
689,937
+37,514
6
$67.8M 1.54%
382,791
-18,576
7
$62.7M 1.42%
788,181
+28,717
8
$62.6M 1.42%
372,398
+352
9
$60.5M 1.37%
701,917
+43,531
10
$59M 1.34%
869,461
+1,673
11
$57.3M 1.3%
537,601
+121,384
12
$55.3M 1.25%
731,390
+17,984
13
$53.8M 1.22%
1,974,410
+94,017
14
$53.1M 1.21%
1,028,155
+83,301
15
$52.4M 1.19%
517,939
+37,443
16
$49.9M 1.13%
716,853
+79,856
17
$49.3M 1.12%
673,522
+29,150
18
$47.2M 1.07%
473,212
+6,914
19
$46.1M 1.05%
531,743
+23,205
20
$46M 1.04%
874,849
-18,855
21
$45.9M 1.04%
2,103,053
+98,487
22
$45.6M 1.03%
677,824
+48,585
23
$43.5M 0.99%
1,052,078
+19,051
24
$42.9M 0.97%
1,294,528
-7,230
25
$42.2M 0.96%
1,052,426
-259,792
1
2 3 4 5