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
$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
226
$2.54M 0.06%
40,035
+2,877
227
$2.51M 0.06%
49,266
-600
228
$2.5M 0.06%
65,895
+3,690
229
$2.49M 0.06%
89,690
-11,340
230
$2.48M 0.06%
110,056
+17,874
231
$2.48M 0.06%
87,485
-13,053
232
$2.41M 0.05%
67,139
-7,791
233
$2.36M 0.05%
40,747
+3,977
234
$2.35M 0.05%
46,314
+39,153
235
$2.33M 0.05%
110,585
-540
236
$2.33M 0.05%
42,822
-3,731
237
$2.32M 0.05%
38,706
+25,188
238
$2.22M 0.05%
35,495
+655
239
$2.18M 0.05%
37,731
+2,556
240
$2.13M 0.05%
28,531
-12,875
241
$2.11M 0.05%
30,195
-9,048
242
$2.03M 0.05%
45,068
+22,870
243
$2.02M 0.05%
174,108
+15,480
244
$2M 0.05%
48,576
+7,854
245
$1.95M 0.04%
40,162
+12,761
246
$1.95M 0.04%
112,971
+584
247
$1.95M 0.04%
12,890
+935
248
$1.93M 0.04%
63,157
-1,203
249
$1.88M 0.04%
29,349
+654
250
$1.79M 0.04%
29,043
-1,116
8 9
10
11 12