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
601
$202K ﹤0.01%
+2,609
602
$201K ﹤0.01%
7,331
+280
603
$199K ﹤0.01%
20,000
604
$191K ﹤0.01%
+11,888
605
$189K ﹤0.01%
18,750
606
$184K ﹤0.01%
1,463
+363
607
$170K ﹤0.01%
10,086
-498
608
$170K ﹤0.01%
14,435
609
$159K ﹤0.01%
11,000
610
$159K ﹤0.01%
1,105
-105
611
$158K ﹤0.01%
12,162
+163
612
$142K ﹤0.01%
3,656
+34
613
$137K ﹤0.01%
20,946
+946
614
$134K ﹤0.01%
15,723
615
$131K ﹤0.01%
+4,841
616
$125K ﹤0.01%
5,242
-1,707
617
$112K ﹤0.01%
10,755
+736
618
$110K ﹤0.01%
5,640
+734
619
$103K ﹤0.01%
11,388
620
$103K ﹤0.01%
12,097
-13,000
621
$99K ﹤0.01%
26,896
+2,346
622
$90K ﹤0.01%
+10,000
623
$87K ﹤0.01%
15,000
624
$85K ﹤0.01%
+3,535
625
$82K ﹤0.01%
12,750
+187
23 24
25
26 27