JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+4.87%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$13.9B
AUM Growth
+$718M
(+5.5%)
Cap. Flow
+$145M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
22.09%
Holding
1,318
New
85
Increased
557
Reduced
469
Closed
77
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$35.8M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$23.8M |
| 3 |
DuPont de Nemours
DD
|
$21.2M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$18.1M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$16.4M |
Top Sells
| 1 |
Align Technology
ALGN
|
$28.5M |
| 2 |
GE Aerospace
GE
|
$20.5M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$17M |
| 4 |
iShares S&P 100 ETF
OEF
|
$12.8M |
| 5 |
Citigroup
C
|
$11.1M |
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Financials | 10.22% |
| 3 | Healthcare | 10.13% |
| 4 | Industrials | 6.92% |
| 5 | Communication Services | 5.93% |
