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
301
$1.25M 0.03%
32,428
+5,226
302
$1.25M 0.03%
7,394
-44
303
$1.25M 0.03%
38,866
-1,882
304
$1.24M 0.03%
52,605
-28,539
305
$1.23M 0.03%
128,775
+1,530
306
$1.23M 0.03%
72,391
-10,102
307
$1.23M 0.03%
37,033
+23,089
308
$1.22M 0.03%
11,631
+18
309
$1.21M 0.03%
29,375
-1,026
310
$1.18M 0.03%
20,998
-6,507
311
$1.17M 0.03%
15,273
-383
312
$1.16M 0.03%
50,025
-975
313
$1.15M 0.03%
14,400
+1,045
314
$1.12M 0.03%
26,874
+5,081
315
$1.11M 0.03%
49,548
-11,554
316
$1.11M 0.03%
26,399
-339
317
$1.09M 0.02%
71,102
-1,547
318
$1.09M 0.02%
51,347
+9,452
319
$1.09M 0.02%
25,171
+2,763
320
$1.08M 0.02%
32,553
+186
321
$1.08M 0.02%
43,650
322
$1.06M 0.02%
19,772
-37,025
323
$1.06M 0.02%
22,227
-3,174
324
$1.06M 0.02%
61,125
-225
325
$1.05M 0.02%
83,292
+1,304
11 12
13
14 15