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
326
$1.04M 0.02%
27,482
-21,644
327
$1.03M 0.02%
19,631
-1,094
328
$1.02M 0.02%
24,800
+733
329
$1.02M 0.02%
40,321
-3,310
330
$1.02M 0.02%
12,588
+2,721
331
$1.02M 0.02%
25,278
+1,375
332
$1.01M 0.02%
25,090
+500
333
$1.01M 0.02%
13,021
+1,875
334
$1M 0.02%
33,430
+4
335
$991K 0.02%
21,247
-8,366
336
$981K 0.02%
19,869
-1,900
337
$964K 0.02%
34,464
338
$959K 0.02%
7,476
+1,007
339
$949K 0.02%
73,635
+18,390
340
$944K 0.02%
+55,609
341
$935K 0.02%
13,052
+2,726
342
$922K 0.02%
+29,050
343
$921K 0.02%
14,470
344
$912K 0.02%
6,860
+4,145
345
$912K 0.02%
10,772
+412
346
$911K 0.02%
9,223
-4,664
347
$911K 0.02%
29,200
348
$910K 0.02%
13,026
+1,632
349
$902K 0.02%
13,968
+17
350
$882K 0.02%
8,010
+15
12 13
14
15 16