JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
-13.01%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$16.5B
AUM Growth
-$4.03B
(-20%)
Cap. Flow
-$1.26B
Cap. Flow
% of AUM
-7.66%
Top 10 Holdings %
Top 10 Hldgs %
20.49%
Holding
1,656
New
93
Increased
530
Reduced
733
Closed
213
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$48.5M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$48M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$46.9M |
| 4 |
Vanguard Value ETF
VTV
|
+$39.3M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$37.1M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$411M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$181M |
| 3 |
Arista Networks
ANET
|
+$80.2M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$76.6M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$56.1M |
Sector Composition
| 1 | Technology | 12.19% |
| 2 | Healthcare | 9.43% |
| 3 | Financials | 8.62% |
| 4 | Industrials | 5.49% |
| 5 | Communication Services | 5.43% |
