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
176
$5.56M 0.13%
102,180
-2,985
177
$5.54M 0.13%
74,339
-27
178
$5.51M 0.12%
133,740
+845
179
$5.33M 0.12%
176,389
+943
180
$5.26M 0.12%
97,855
-324
181
$5.2M 0.12%
213,145
+24,500
182
$5.06M 0.11%
163,696
+1,900
183
$4.85M 0.11%
93,433
+56,514
184
$4.76M 0.11%
55,856
-11,669
185
$4.71M 0.11%
90,611
-72
186
$4.56M 0.1%
409,829
-1,319
187
$4.48M 0.1%
101,684
-29,376
188
$4.34M 0.1%
153,864
+12,724
189
$4.34M 0.1%
101,306
+482
190
$4.33M 0.1%
90,466
+45,669
191
$4.16M 0.09%
40,619
+9,813
192
$4.13M 0.09%
250,917
+8,633
193
$4.13M 0.09%
128,640
-4,582
194
$4.12M 0.09%
52,079
+10,012
195
$4.09M 0.09%
88,337
-5,211
196
$4.09M 0.09%
60,760
+6,150
197
$4.05M 0.09%
431,806
-35,000
198
$4.04M 0.09%
149,759
-197
199
$4.02M 0.09%
78,363
-47,477
200
$3.72M 0.08%
61,896
6 7
8
9 10