JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$31.3M
3
+$30.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$21.6M
5
BLK icon
Blackrock
BLK
+$16.8M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05B
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBAC icon
476
SBA Communications
SBAC
$21.5B
$2.72M 0.01%
11,732
-1,057
LECO icon
477
Lincoln Electric
LECO
$13B
$2.71M 0.01%
13,638
-1,404
VYMI icon
478
Vanguard International High Dividend Yield ETF
VYMI
$12.8B
$2.7M 0.01%
42,796
-15,985
OVLY icon
479
Oak Valley Bancorp
OVLY
$241M
$2.68M 0.01%
106,579
-43,421
MMP
480
DELISTED
Magellan Midstream Partners, L.P.
MMP
$2.68M 0.01%
43,070
-11,498
VEEV icon
481
Veeva Systems
VEEV
$48.7B
$2.68M 0.01%
13,567
-7,152
SPYX icon
482
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.46B
$2.66M 0.01%
73,663
-7,526
BXMT icon
483
Blackstone Mortgage Trust
BXMT
$3.09B
$2.64M 0.01%
127,072
-1,522,072
IYH icon
484
iShares US Healthcare ETF
IYH
$3.09B
$2.63M 0.01%
46,945
-10,560
WCLD icon
485
WisdomTree Cloud Computing Fund
WCLD
$330M
$2.62M 0.01%
82,799
-2,131
CQQQ icon
486
Invesco China Technology ETF
CQQQ
$1.84B
$2.59M 0.01%
65,180
-11,223
TDV icon
487
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$263M
$2.58M 0.01%
38,882
+24,865
NTRS icon
488
Northern Trust
NTRS
$25B
$2.56M 0.01%
34,542
-16,854
EQL icon
489
ALPS Equal Sector Weight ETF
EQL
$568M
$2.56M 0.01%
73,560
-21,564
LCII icon
490
LCI Industries
LCII
$2.64B
$2.55M 0.01%
20,147
-3,425
SCHE icon
491
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$2.54M 0.01%
103,248
-79,293
BXP icon
492
Boston Properties
BXP
$11.4B
$2.53M 0.01%
43,944
-24,280
FICO icon
493
Fair Isaac
FICO
$42.2B
$2.53M 0.01%
3,126
-2,577
ADC icon
494
Agree Realty
ADC
$8.43B
$2.51M 0.01%
38,391
-2,141
LEG icon
495
Leggett & Platt
LEG
$1.22B
$2.51M 0.01%
84,610
-124,990
ESS icon
496
Essex Property Trust
ESS
$16.4B
$2.5M 0.01%
10,691
-1,052
DTD icon
497
WisdomTree US Total Dividend Fund
DTD
$1.49B
$2.5M 0.01%
40,196
-18,206
XOP icon
498
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
$2.47M 0.01%
19,197
-22,927
CFR icon
499
Cullen/Frost Bankers
CFR
$7.95B
$2.45M 0.01%
22,776
-14,259
AIZ icon
500
Assurant
AIZ
$11.3B
$2.43M 0.01%
19,299
-1,884
18 19
20
21 22