JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
-3.17%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$46.2B
AUM Growth
-$324M
(-0.7%)
Cap. Flow
+$2.28B
Cap. Flow
% of AUM
4.93%
Top 10 Holdings %
Top 10 Hldgs %
22.63%
Holding
2,116
New
132
Increased
1,084
Reduced
709
Closed
120
Top Buys
| 1 |
Microsoft
MSFT
|
+$115M |
| 2 |
Apollo Global Management
APO
|
+$87.9M |
| 3 |
Costco
COST
|
+$59.4M |
| 4 |
Verizon
VZ
|
+$52.1M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$51.2M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
+$68.8M |
| 2 |
Citizens Financial Group
CFG
|
+$45.7M |
| 3 |
Uber
UBER
|
+$43.3M |
| 4 |
Starbucks
SBUX
|
+$42M |
| 5 |
T Rowe Price
TROW
|
+$37.5M |
Sector Composition
| 1 | Technology | 18.01% |
| 2 | Financials | 9.8% |
| 3 | Healthcare | 8.68% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Industrials | 5.85% |
