JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+0.33%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$40.9B
AUM Growth
+$2.25B
(+5.8%)
Cap. Flow
+$2.37B
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
21.8%
Holding
2,022
New
127
Increased
1,253
Reduced
458
Closed
86
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$99.1M |
| 2 |
Uber
UBER
|
+$66.3M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$64.4M |
| 4 |
Amazon
AMZN
|
+$58.7M |
| 5 |
ServiceNow
NOW
|
+$57.8M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$37.1M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$29.8M |
| 3 |
East-West Bancorp
EWBC
|
+$27.5M |
| 4 |
Tyler Technologies
TYL
|
+$26.5M |
| 5 |
Constellation Brands
STZ
|
+$25.5M |
Sector Composition
| 1 | Technology | 17.82% |
| 2 | Financials | 10.87% |
| 3 | Healthcare | 8.64% |
| 4 | Consumer Discretionary | 7.95% |
| 5 | Communication Services | 6% |
