JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+1.06%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$4.05B
AUM Growth
–
Cap. Flow
+$4.05B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$128M |
| 2 |
Exxon Mobil
XOM
|
$98.7M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$84.3M |
| 4 |
Apple
AAPL
|
$79.4M |
| 5 |
IBM
IBM
|
$73.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Energy | 11.04% |
| 3 | Healthcare | 10.94% |
| 4 | Industrials | 9.83% |
| 5 | Financials | 9.78% |
