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 | |
|---|---|---|---|---|---|---|
151
Paychex
PAYX
$48.2B
| $5.91M | 0.15% |
+161,929
| New | +$5.91M |
|
152
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
| $5.81M | 0.14% |
+403,430
| New | +$5.81M |
|
153
Becton Dickinson
BDX
$54.9B
| $5.72M | 0.14% |
+59,342
| New | +$5.72M |
|
154
Thermo Fisher Scientific
TMO
$185B
| $5.7M | 0.14% |
+67,305
| New | +$5.7M |
|
155
Vanguard FTSE All-World ex-US ETF
VEU
$48.7B
| $5.62M | 0.14% |
+126,994
| New | +$5.62M |
|
156
Emerson Electric
EMR
$74.3B
| $5.61M | 0.14% |
+102,806
| New | +$5.61M |
|
157
iShares Core S&P Small-Cap ETF
IJR
$85.5B
| $5.57M | 0.14% |
+123,378
| New | +$5.57M |
|
|
CMCSK
158
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $5.57M | 0.14% |
+140,429
| New | +$5.57M |
|
159
Altria Group
MO
$111B
| $5.46M | 0.13% |
+156,173
| New | +$5.46M |
|
160
Broadcom
AVGO
$1.58T
| $5.44M | 0.13% |
+1,454,150
| New | +$5.44M |
|
|
SIAL
161
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $5.43M | 0.13% |
+67,525
| New | +$5.43M |
|
162
Lam Research
LRCX
$129B
| $5.33M | 0.13% |
+1,200,910
| New | +$5.32M |
|
163
Lockheed Martin
LMT
$107B
| $5.32M | 0.13% |
+49,077
| New | +$5.32M |
|
164
Baxter International
BAX
$12.6B
| $5.31M | 0.13% |
+141,172
| New | +$5.31M |
|
165
Blackrock
BLK
$170B
| $5.27M | 0.13% |
+20,509
| New | +$5.27M |
|
166
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $5.17M | 0.13% |
+84,299
| New | +$5.17M |
|
167
Waste Management
WM
$88.3B
| $5.12M | 0.13% |
+126,853
| New | +$5.12M |
|
168
AB InBev
BUD
$117B
| $5.07M | 0.13% |
+56,156
| New | +$5.07M |
|
169
Morgan Stanley
MS
$236B
| $5.01M | 0.12% |
+205,062
| New | +$5.01M |
|
170
Expeditors International
EXPD
$16.4B
| $4.99M | 0.12% |
+131,060
| New | +$4.99M |
|
171
Bank of New York Mellon
BK
$72.9B
| $4.92M | 0.12% |
+175,446
| New | +$4.92M |
|
172
PACCAR
PCAR
$51.8B
| $4.9M | 0.12% |
+137,064
| New | +$4.9M |
|
173
WisdomTree US Total Dividend Fund
DTD
$1.43B
| $4.88M | 0.12% |
+161,796
| New | +$4.88M |
|
174
Danaher
DHR
$143B
| $4.88M | 0.12% |
+114,643
| New | +$4.88M |
|
175
eBay
EBAY
$41.9B
| $4.7M | 0.12% |
+216,052
| New | +$4.7M |
|