JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+8.67%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$22B
AUM Growth
+$2.83B
(+15%)
Cap. Flow
+$1.32B
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
21.26%
Holding
1,540
New
115
Increased
825
Reduced
443
Closed
74
Top Buys
| 1 |
Energy Transfer Partners
ET
|
+$64M |
| 2 |
Apple
AAPL
|
+$57M |
| 3 |
Edwards Lifesciences
EW
|
+$37.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$37.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$36.1M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$19.4M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$18.4M |
| 3 |
CVS Health
CVS
|
+$12.3M |
| 4 |
Carlyle Group
CG
|
+$11.1M |
| 5 |
UnitedHealth
UNH
|
+$10.5M |
Sector Composition
| 1 | Technology | 14.83% |
| 2 | Financials | 9.57% |
| 3 | Healthcare | 8.91% |
| 4 | Industrials | 6.11% |
| 5 | Consumer Discretionary | 5.61% |
