JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
This Quarter Return
-18.27%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$17.7B
AUM Growth
+$17.7B
(-20%)
Cap. Flow
+$287M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
23.54%
Holding
1,587
New
121
Increased
662
Reduced
582
Closed
170
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$60.5M |
| 2 |
Amazon
AMZN
|
$54.5M |
| 3 |
Microsoft
MSFT
|
$50.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
$35.6M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$29.6M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$85.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$61.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$30.8M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$28.7M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$28.6M |
Sector Composition
| 1 | Technology | 16.71% |
| 2 | Healthcare | 10.13% |
| 3 | Financials | 8.77% |
| 4 | Consumer Discretionary | 6.11% |
| 5 | Communication Services | 5.75% |
