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
101
$13M 0.3%
461,755
+33,079
102
$12.9M 0.29%
169,591
+27,035
103
$12.1M 0.28%
311,788
-5,226
104
$12M 0.27%
557,723
-241,904
105
$11.7M 0.27%
186,887
+36,181
106
$11.7M 0.27%
179,361
+95,062
107
$11.5M 0.26%
211,724
+43,029
108
$11.5M 0.26%
126,144
+30,563
109
$11.5M 0.26%
214,680
+1,221
110
$11.4M 0.26%
214,498
+3,198
111
$11.3M 0.26%
133,219
+21,657
112
$11.3M 0.26%
195,633
+2,123
113
$11M 0.25%
360,250
+290,566
114
$10.8M 0.25%
285,280
+18,914
115
$10.6M 0.24%
79,330
116
$10.6M 0.24%
107,524
-8,166
117
$10.6M 0.24%
124,442
-5,904
118
$10.6M 0.24%
134,846
-39,772
119
$10.5M 0.24%
188,494
+10,509
120
$10.3M 0.23%
237,780
+18,190
121
$10.3M 0.23%
745,184
+62,292
122
$10.3M 0.23%
153,818
-7,203
123
$9.92M 0.23%
196,138
+10,888
124
$9.76M 0.22%
305,350
-4,415
125
$9.71M 0.22%
116,377
-35,570
3 4
5
6 7