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
276
$1.45M 0.03%
28,128
+110
277
$1.44M 0.03%
94,490
-206,043
278
$1.42M 0.03%
21,594
-20,010
279
$1.41M 0.03%
22,064
-225
280
$1.41M 0.03%
19,329
+480
281
$1.39M 0.03%
38,247
+6,891
282
$1.38M 0.03%
19,956
+3,160
283
$1.37M 0.03%
28,438
-809
284
$1.36M 0.03%
5,549
-236
285
$1.35M 0.03%
15,938
+1,080
286
$1.33M 0.03%
21,648
+4,420
287
$1.33M 0.03%
21,858
-3,595
288
$1.33M 0.03%
23,161
-1,938
289
$1.32M 0.03%
94,525
+363
290
$1.32M 0.03%
81,040
+1,525
291
$1.32M 0.03%
5,479
+141
292
$1.32M 0.03%
58,557
-1,787
293
$1.3M 0.03%
33,143
-350
294
$1.29M 0.03%
11,838
+4,475
295
$1.28M 0.03%
27,445
-3,610
296
$1.28M 0.03%
123,550
-550
297
$1.28M 0.03%
15,298
+252
298
$1.25M 0.03%
145,878
+6,825
299
$1.25M 0.03%
24,704
+251
300
$1.25M 0.03%
21,636
-4,174
10 11
12
13 14