JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+0.71%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$7.78B
AUM Growth
+$1.85B
(+31%)
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
24.11%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
1,130
New
242
Increased
543
Reduced
210
Closed
54
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$152M |
| 2 |
Apple
AAPL
|
$123M |
| 3 |
Meta Platforms (Facebook)
META
|
$108M |
| 4 |
iShares S&P 100 ETF
OEF
|
$105M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$48.6M |
Top Sells
| 1 |
Weyerhaeuser
WY
|
$16.7M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$8.76M |
| 3 |
eBay
EBAY
|
$6.43M |
| 4 |
iShares Micro-Cap ETF
IWC
|
$6.14M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$5.54M |
Sector Composition
| 1 | Technology | 12.92% |
| 2 | Financials | 11.4% |
| 3 | Healthcare | 10.33% |
| 4 | Energy | 9.39% |
| 5 | Industrials | 9.06% |
