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
201
$3.7M 0.08%
23,396
+3,529
202
$3.63M 0.08%
39,640
+3,994
203
$3.62M 0.08%
23,300
-1,446
204
$3.58M 0.08%
104,042
+841
205
$3.58M 0.08%
266,220
+2,630
206
$3.54M 0.08%
68,420
+18,440
207
$3.49M 0.08%
50,830
+2,682
208
$3.18M 0.07%
264
+85
209
$3.13M 0.07%
26,674
+2,873
210
$3.13M 0.07%
33,649
+8,526
211
$3.09M 0.07%
27,056
+832
212
$3.06M 0.07%
51,084
+19,526
213
$3.04M 0.07%
46,345
+1,817
214
$3.03M 0.07%
91,470
+13,703
215
$2.99M 0.07%
53,102
+1,800
216
$2.87M 0.07%
31,723
+310
217
$2.86M 0.06%
93,366
+6,457
218
$2.76M 0.06%
40,119
+4,037
219
$2.75M 0.06%
111,168
-2,472
220
$2.72M 0.06%
26,548
+64
221
$2.7M 0.06%
109,202
-5,620
222
$2.66M 0.06%
48,183
+1,697
223
$2.62M 0.06%
68,845
-6,470
224
$2.58M 0.06%
44,039
+7,973
225
$2.56M 0.06%
15
-3
7 8
9
10 11