JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
-4.51%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$38.3B
AUM Growth
-$854M
(-2.2%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
22.05%
Holding
2,015
New
98
Increased
1,004
Reduced
725
Closed
100
Top Buys
| 1 |
Microsoft
MSFT
|
+$68.8M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
+$62.8M |
| 3 |
UnitedHealth
UNH
|
+$59.2M |
| 4 |
Devon Energy
DVN
|
+$58.4M |
| 5 |
McKesson
MCK
|
+$57.9M |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
+$97.3M |
| 2 |
Digital Realty Trust
DLR
|
+$44.8M |
| 3 |
Novo Nordisk
NVO
|
+$38.4M |
| 4 |
Cummins
CMI
|
+$34.2M |
| 5 |
APA Corp
APA
|
+$33.4M |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 10.18% |
| 3 | Financials | 8.87% |
| 4 | Consumer Discretionary | 6.56% |
| 5 | Energy | 6.39% |
