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
26
$39.7M 0.9%
1,776,356
+305,116
27
$39.4M 0.89%
844,819
+50,453
28
$39.3M 0.89%
1,181,952
+130,014
29
$38.2M 0.87%
991,906
+49,152
30
$37.4M 0.85%
507,607
+35,171
31
$36.9M 0.84%
578,385
+66,594
32
$36.9M 0.84%
394,112
+27,870
33
$35.7M 0.81%
976,023
-3,981
34
$35.5M 0.8%
863,830
-13,774
35
$35.1M 0.8%
970,023
+12,540
36
$34.2M 0.78%
387,342
+12,095
37
$34.1M 0.77%
1,487,079
+90,239
38
$33.8M 0.77%
2,000,769
+232,804
39
$31.7M 0.72%
402,030
-51,274
40
$31.5M 0.71%
447,190
+33,198
41
$31M 0.7%
750,291
+11,070
42
$29.7M 0.67%
382,390
+32,820
43
$29M 0.66%
1,711,090
+34,550
44
$28.8M 0.65%
418,754
+9,758
45
$28M 0.63%
242,336
-17,751
46
$27.3M 0.62%
601,505
-22,745
47
$26M 0.59%
337,604
-10,136
48
$25.5M 0.58%
626,824
-50,455
49
$25.4M 0.58%
226,847
+108,522
50
$24M 0.54%
503,242
-34,601
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