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
476
$376K 0.01%
4,126
+763
477
$369K 0.01%
8,809
-182
478
$369K 0.01%
13,428
+97
479
$364K 0.01%
22,026
-3,978
480
$364K 0.01%
515
-1
481
$363K 0.01%
7,158
-542
482
$362K 0.01%
6,008
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483
$361K 0.01%
8,763
-835
484
$360K 0.01%
13,757
+3,146
485
$359K 0.01%
5,725
-165
486
$355K 0.01%
+6,385
487
$349K 0.01%
12,349
-142
488
$349K 0.01%
4,479
+1,186
489
$347K 0.01%
14,222
-304
490
$346K 0.01%
6,638
+1,971
491
$346K 0.01%
25,621
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492
$346K 0.01%
+10,027
493
$343K 0.01%
5,631
494
$343K 0.01%
10,664
+1,402
495
$340K 0.01%
8,657
+1,349
496
$334K 0.01%
6,658
-495
497
$332K 0.01%
6,017
+940
498
$331K 0.01%
8,427
+636
499
$327K 0.01%
2,857
+97
500
$327K 0.01%
5,043
+1,143
18 19
20
21 22