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
126
$9.68M 0.22%
179,150
-26,758
127
$9.28M 0.21%
180,888
+28,304
128
$9.27M 0.21%
191,001
+11,400
129
$9.24M 0.21%
170,628
-14,712
130
$9.09M 0.21%
125,435
+13,481
131
$9.05M 0.21%
177,020
+3,268
132
$9.02M 0.2%
131,654
+128
133
$9M 0.2%
116,383
+2,513
134
$8.9M 0.2%
451,029
-11,370
135
$8.86M 0.2%
177,594
+54,216
136
$8.49M 0.19%
214,636
+30,523
137
$8.37M 0.19%
194,292
-675
138
$8.31M 0.19%
238,956
-8,260
139
$8.21M 0.19%
93,660
+1,975
140
$8M 0.18%
334,637
+64,760
141
$7.95M 0.18%
338,673
+122,621
142
$7.95M 0.18%
119,871
+1,505
143
$7.95M 0.18%
120,896
+7,971
144
$7.87M 0.18%
392,668
+30,484
145
$7.48M 0.17%
584,044
-65,528
146
$7.4M 0.17%
182,005
+20,076
147
$7.35M 0.17%
81,434
-4,075
148
$7.23M 0.16%
268,339
+63,277
149
$7.2M 0.16%
73,063
-58
150
$7.02M 0.16%
331,921
-10,391
4 5
6
7 8