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
51
$23.7M 0.54%
927,265
+54,157
52
$23.5M 0.53%
709,774
-189,292
53
$23.5M 0.53%
204,332
+35,130
54
$23.3M 0.53%
185,531
+24,188
55
$23.3M 0.53%
992,774
+61,091
56
$23.1M 0.52%
648,265
+105,897
57
$22.9M 0.52%
454,400
-208,008
58
$22M 0.5%
96,698
+1,137
59
$21.9M 0.5%
129,892
+4,530
60
$21.8M 0.49%
384,300
+13,707
61
$21.4M 0.49%
94,491
+8,341
62
$21.1M 0.48%
235,256
+36,292
63
$21M 0.48%
353,517
-11,150
64
$20.8M 0.47%
573,880
+13,622
65
$20.7M 0.47%
273,566
+18,015
66
$20.4M 0.46%
179,492
+18,725
67
$20.3M 0.46%
205,816
-3,354
68
$20.3M 0.46%
610,934
+98,315
69
$20.2M 0.46%
158,779
+17,918
70
$20.2M 0.46%
315,236
+25,359
71
$20.1M 0.46%
389,246
-228,324
72
$20M 0.45%
256,108
+10,081
73
$19.9M 0.45%
2,144,826
+185,151
74
$19.3M 0.44%
755,938
+35,874
75
$18.8M 0.43%
420,065
-5,119
1 2
3
4 5