JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$17.8M
2
+$12.6M
3
+$11.8M
4
CS
Credit Suisse Group
CS
+$8.64M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$7.79M

Top Sells

1
+$18.5M
2
+$11.5M
3
+$10.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.3M
5
ISRG icon
Intuitive Surgical
ISRG
+$9.1M

Sector Composition

1 Technology 12.26%
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
651
– –
-2,138
652
– –
-19,928
653
– –
-7,025
654
– –
-2,850
655
– –
-126,422
656
– –
-2,302
657
– –
-46,100
658
– –
-11,897
659
– –
-2
660
– –
-2,017
661
– –
-764
662
– –
-5,765
663
– –
-8,454
664
– –
-10,504
665
– –
-6,384
666
– –
-23,635
667
– –
-13,804
668
– –
-6,270
669
– –
-10,000
670
– –
-4,471
671
– –
-4,300
672
– –
-2,159
673
– –
-2,882
674
– –
-24,751
675
– –
-12,950
24 25 26
27
28