JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+2.27%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$10.3B
AUM Growth
-$161M
(-1.5%)
Cap. Flow
-$309M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
19.44%
Holding
1,434
New
194
Increased
507
Reduced
482
Closed
128
Top Buys
| 1 |
iShares Europe ETF
IEV
|
$103M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$53.3M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$52.3M |
| 4 |
Vanguard Value ETF
VTV
|
$45M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$39.1M |
Top Sells
| 1 |
Liberty Broadband Class C
LBRDK
|
$278M |
| 2 |
Apple
AAPL
|
$211M |
| 3 |
Meta Platforms (Facebook)
META
|
$165M |
| 4 |
iShares S&P 100 ETF
OEF
|
$122M |
| 5 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
$64.8M |
Sector Composition
| 1 | Healthcare | 12.08% |
| 2 | Technology | 11.68% |
| 3 | Financials | 10.18% |
| 4 | Industrials | 8.3% |
| 5 | Consumer Staples | 7.06% |
