JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+1.06%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$4.05B
AUM Growth
–
Cap. Flow
+$4.05B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$128M |
| 2 |
Exxon Mobil
XOM
|
$98.7M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$84.3M |
| 4 |
Apple
AAPL
|
$79.4M |
| 5 |
IBM
IBM
|
$73.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Energy | 11.04% |
| 3 | Healthcare | 10.94% |
| 4 | Industrials | 9.83% |
| 5 | Financials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CS
251
DELISTED
Credit Suisse Group
CS
| $1.84M | 0.05% |
+69,684
| New | +$1.84M |
|
|
CB
252
DELISTED
CHUBB CORPORATION
CB
| $1.8M | 0.04% |
+21,282
| New | +$1.8M |
|
253
Gartner
IT
$18.6B
| $1.8M | 0.04% |
+31,558
| New | +$1.8M |
|
254
Southern Company
SO
$101B
| $1.8M | 0.04% |
+40,722
| New | +$1.8M |
|
255
TotalEnergies
TTE
$133B
| $1.79M | 0.04% |
+36,770
| New | +$1.79M |
|
256
Edwards Lifesciences
EW
$47.5B
| $1.78M | 0.04% |
+158,628
| New | +$1.78M |
|
257
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $1.78M | 0.04% |
+11,955
| New | +$1.78M |
|
|
ABB
258
DELISTED
ABB Ltd.
ABB
| $1.76M | 0.04% |
+81,144
| New | +$1.76M |
|
|
NORW
259
DELISTED
Global X MSCI Norway ETF
NORW
| $1.75M | 0.04% |
+121,166
| New | +$1.75M |
|
260
iShares MSCI New Zealand ETF
ENZL
$73.8M
| $1.73M | 0.04% |
+51,585
| New | +$1.73M |
|
261
American Eagle Outfitters
AEO
$3.26B
| $1.72M | 0.04% |
+94,162
| New | +$1.72M |
|
|
PX
262
DELISTED
Praxair Inc
PX
| $1.69M | 0.04% |
+14,658
| New | +$1.69M |
|
263
Hershey
HSY
$37.6B
| $1.68M | 0.04% |
+18,807
| New | +$1.68M |
|
264
Royal Bank of Canada
RY
$204B
| $1.67M | 0.04% |
+28,695
| New | +$1.67M |
|
|
JWN
265
DELISTED
Nordstrom
JWN
| $1.65M | 0.04% |
+27,505
| New | +$1.65M |
|
266
iShares International Select Dividend ETF
IDV
$5.74B
| $1.63M | 0.04% |
+51,090
| New | +$1.63M |
|
267
Mondelez International
MDLZ
$79.9B
| $1.62M | 0.04% |
+56,824
| New | +$1.62M |
|
268
HSBC
HSBC
$227B
| $1.61M | 0.04% |
+35,889
| New | +$1.61M |
|
269
Vanguard Growth ETF
VUG
$186B
| $1.54M | 0.04% |
+19,656
| New | +$1.54M |
|
270
Stryker
SYK
$150B
| $1.53M | 0.04% |
+23,601
| New | +$1.53M |
|
271
General Mills
GIS
$27B
| $1.52M | 0.04% |
+31,252
| New | +$1.52M |
|
272
TSMC
TSM
$1.26T
| $1.51M | 0.04% |
+82,493
| New | +$1.51M |
|
273
Aflac
AFL
$57.2B
| $1.48M | 0.04% |
+51,048
| New | +$1.48M |
|
274
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $1.47M | 0.04% |
+25,453
| New | +$1.47M |
|
275
iShares MSCI Mexico ETF
EWW
$1.84B
| $1.45M | 0.04% |
+22,289
| New | +$1.45M |
|