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
151
$7.01M 0.16%
54,996
+5,919
152
$6.79M 0.15%
135,218
-50,184
153
$6.76M 0.15%
181,801
+786
154
$6.67M 0.15%
103,158
+352
155
$6.38M 0.14%
258,957
-6,474
156
$6.3M 0.14%
147,124
+69,766
157
$6.29M 0.14%
68,294
+989
158
$6.28M 0.14%
113,232
+94,239
159
$6.16M 0.14%
63,137
+3,795
160
$6.16M 0.14%
179,237
+23,064
161
$6.14M 0.14%
1,200,030
-880
162
$6.13M 0.14%
141,462
+1,033
163
$6.11M 0.14%
131,106
+16,463
164
$6.07M 0.14%
147,149
+20,296
165
$6.06M 0.14%
401,135
-2,295
166
$5.98M 0.14%
269,115
+169,590
167
$5.9M 0.13%
109,980
+54,490
168
$5.83M 0.13%
157,260
+20,196
169
$5.75M 0.13%
118,352
-8,642
170
$5.74M 0.13%
21,226
+717
171
$5.74M 0.13%
57,826
+1,670
172
$5.7M 0.13%
1,322,860
-131,290
173
$5.61M 0.13%
157,282
+16,110
174
$5.61M 0.13%
756,160
+25,761
175
$5.59M 0.13%
320,084
+110,535
5 6
7
8 9