JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+5.14%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$8.37B
AUM Growth
+$598M
(+7.7%)
Cap. Flow
+$235M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
18.2%
Holding
1,182
New
106
Increased
526
Reduced
372
Closed
91
Top Buys
| 1 |
KITE
Kite Pharma, Inc.
KITE
|
+$42.1M |
| 2 |
Kinder Morgan
KMI
|
+$26M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$25.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$24M |
| 5 |
Ford
F
|
+$23.4M |
Top Sells
| 1 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
+$39.8M |
| 2 |
Liberty Global Class A
LBTYA
|
+$25.2M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$20.4M |
| 4 |
American Airlines Group
AAL
|
+$19.8M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$15.7M |
Sector Composition
| 1 | Technology | 12.68% |
| 2 | Financials | 11.56% |
| 3 | Healthcare | 10.55% |
| 4 | Industrials | 9.19% |
| 5 | Energy | 7.46% |
