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
76
$18.1M 0.41%
280,881
+34,228
77
$17.9M 0.41%
722,740
+134,540
78
$17.9M 0.41%
197,650
-26,133
79
$17.8M 0.4%
379,474
-5,951
80
$17.7M 0.4%
256,657
+32,694
81
$16.8M 0.38%
351,127
+17,772
82
$16.8M 0.38%
241,875
+16,224
83
$16.8M 0.38%
194,144
+16,629
84
$16.1M 0.37%
355,022
+6,540
85
$15.8M 0.36%
1,013,080
+47,440
86
$15.8M 0.36%
382,235
+36,425
87
$15.8M 0.36%
316,864
-27,682
88
$15.6M 0.35%
217,059
-29,704
89
$15.3M 0.35%
364,851
-206,037
90
$15.1M 0.34%
217,236
+31,098
91
$14.9M 0.34%
236,224
+7,629
92
$14.6M 0.33%
178,390
+11,173
93
$14M 0.32%
105,618
-4,806
94
$14M 0.32%
402,216
+2,056
95
$13.6M 0.31%
167,030
-48,045
96
$13.5M 0.31%
281,940
+20,308
97
$13.4M 0.3%
128,514
-13,689
98
$13.3M 0.3%
138,637
+9,666
99
$13.3M 0.3%
660,384
+37,708
100
$13.1M 0.3%
389,072
+241,330
2 3
4
5 6