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
576
$223K 0.01%
1,373
-7
577
$223K 0.01%
+4,635
578
$222K 0.01%
4,446
+6
579
$222K 0.01%
2,701
+4
580
$221K 0.01%
3,024
-196
581
$220K 0.01%
9,816
-15,642
582
$218K ﹤0.01%
+6,898
583
$217K ﹤0.01%
6,600
584
$216K ﹤0.01%
1,799
-2,871
585
$214K ﹤0.01%
38,588
-46,299
586
$213K ﹤0.01%
5,274
-6,766
587
$213K ﹤0.01%
+6,358
588
$212K ﹤0.01%
3,383
+238
589
$211K ﹤0.01%
+1,943
590
$209K ﹤0.01%
+5,042
591
$209K ﹤0.01%
+2,387
592
$208K ﹤0.01%
+6,102
593
$208K ﹤0.01%
4,100
-975
594
$206K ﹤0.01%
+1,395
595
$205K ﹤0.01%
27,266
596
$205K ﹤0.01%
+42
597
$205K ﹤0.01%
+13,382
598
$203K ﹤0.01%
+5,185
599
$203K ﹤0.01%
4,981
-290
600
$203K ﹤0.01%
+5,107
22 23
24
25 26