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
251
$1.74M 0.04%
46,772
-150,809
252
$1.73M 0.04%
18,734
-73
253
$1.73M 0.04%
20,416
+760
254
$1.7M 0.04%
44,240
-7,345
255
$1.7M 0.04%
46,870
-4,220
256
$1.69M 0.04%
14,077
-581
257
$1.69M 0.04%
+50,418
258
$1.68M 0.04%
18,816
-2,466
259
$1.68M 0.04%
24,808
+1,207
260
$1.65M 0.04%
20,439
+15,917
261
$1.63M 0.04%
52,576
+1,528
262
$1.63M 0.04%
51,600
+25,400
263
$1.63M 0.04%
103,901
-17,265
264
$1.62M 0.04%
21,650
+3,626
265
$1.6M 0.04%
48,439
-15,498
266
$1.58M 0.04%
50,431
-6,393
267
$1.56M 0.04%
33,352
-2,537
268
$1.55M 0.04%
73,600
-670
269
$1.55M 0.04%
93,445
+11,730
270
$1.52M 0.03%
60,348
-1,912
271
$1.51M 0.03%
19,522
+11,045
272
$1.48M 0.03%
30,806
-446
273
$1.47M 0.03%
59,655
+2,070
274
$1.46M 0.03%
38,673
+14,204
275
$1.45M 0.03%
34,019
+841
9 10
11
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