JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+6.09%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$9.75B
AUM Growth
+$1.78B
(+22%)
Cap. Flow
+$1.43B
Cap. Flow
% of AUM
14.71%
Top 10 Holdings %
Top 10 Hldgs %
22.14%
Holding
1,270
New
173
Increased
558
Reduced
253
Closed
115
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$149M |
| 2 |
iShares S&P 100 ETF
OEF
|
$117M |
| 3 |
Meta Platforms (Facebook)
META
|
$113M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$83.8M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$81M |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$67.1M |
| 2 |
Apple
AAPL
|
$25.3M |
| 3 |
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
|
$16.8M |
| 4 |
ETP
Energy Transfer Partners L.p.
ETP
|
$16.6M |
| 5 |
Citigroup
C
|
$15.6M |
Sector Composition
| 1 | Technology | 11.99% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 10.49% |
| 4 | Communication Services | 8.63% |
| 5 | Industrials | 7.47% |
