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
351
$877K 0.02%
31,383
-125
352
$868K 0.02%
+2,775
353
$865K 0.02%
18,788
+675
354
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25,078
+4,026
355
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35,250
356
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23,594
+2,584
357
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29,676
-250
358
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27,110
359
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13,900
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360
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+487
361
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30,296
+3,000
362
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11,503
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363
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11,750
364
$771K 0.02%
21,198
+14,405
365
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6,884
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11,389
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367
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368
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21,032
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369
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16,275
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17,278
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371
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14,447
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372
$748K 0.02%
1,317
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373
$747K 0.02%
+69,975
374
$743K 0.02%
18,658
-895
375
$733K 0.02%
9,109
-766
13 14
15
16 17