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
426
$530K 0.01%
9,632
+97
427
$524K 0.01%
11,114
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428
$522K 0.01%
54,641
429
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430
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431
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-500
432
$509K 0.01%
11,438
+6,959
433
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20,500
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13,326
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435
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6,524
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436
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48,251
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437
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11,787
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438
$492K 0.01%
8,384
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439
$490K 0.01%
50,748
-15,000
440
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441
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13,524
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444
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65,200
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445
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17,081
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446
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7,765
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447
$467K 0.01%
8,472
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448
$466K 0.01%
22,636
+6,565
449
$464K 0.01%
42,000
450
$459K 0.01%
10,184
-676
16 17
18
19 20