JP

J.P. Morgan Private Wealth Advisors LLC

13F
J.P. Morgan Private Wealth Advisors LLC
Last update 2023-11-13 1712 Stocks (350 new)
Value $35.01 Bil Turnover 52 %
Countries:
Top Holdings: AAPL(4.15%)MSFT(4.12%)SPY(2.73%)VOO(2.21%)NVDA(2.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
J.P. Morgan Private Wealth Adv... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
8,488,091
1453246.090
New Holding
4.150
+4.15%
0.050
+1.66%
-5.17%
3564352.087
Hardware
MSFT 		Microsoft Corp
4,566,099
1441745.770
New Holding
4.120
+4.12%
0.060
+1.81%
+0.94%
3163653.292
Software
SPY 		S&P 500 ETF TRUST ETF
2,232,889
954515.530
-8.22%
2.730
-0.46%
0.240
+2.38%
+0.94%
625221.964
 
VOO 		Vanguard S&P 500 ETF
1,972,787
774713.610
-6.50%
2.210
-0.29%
0.260
+2.37%
+0.94%
548230.640
 
NVDA 		NVIDIA Corp
16,748,490
728542.730
New Holding
2.080
+2.08%
0.070
+2.75%
+0.69%
3321333.800
Semiconductors
GOOGL 		Alphabet Inc
4,848,423
634464.680
New Holding
1.810
+1.81%
0.040
+17.47%
+2.56%
2392693.161
Interactive Media
AMZN 		Amazon.com Inc
4,799,700
610137.850
New Holding
1.740
+1.74%
0.050
+18.27%
+1.18%
2332334.592
Retail - Cyclical
AVGO 		Broadcom Inc
6,749,060
560563.170
New Holding
1.600
+1.60%
0.160
+29.82%
-1.72%
1068787.511
Semiconductors
IVV 		iShares Core S&P 500 ETF
1,290,714
554271.240
-10.52%
1.580
-0.35%
0.170
+2.39%
+0.96%
591664.121
 
LLY 		Eli Lilly and Co
811,230
435735.760
New Holding
1.240
+1.24%
0.090
-18.10%
-3.27%
671069.373
Drug Manufacturers

J.P. Morgan Private Wealth Advisors LLC's Historical Top Holdings Breakdowns

J.P. Morgan Private Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2023-09-30New Buy
+4.15%
●
170.43 ($183.38) 196.45
$237.03
29.25%
New holding
8,488,091
8,488,091
MSFT 		Microsoft Corp2023-09-30New Buy
+4.12%
●
312.14 ($330.44) 359.49
$425.51
28.77%
New holding
4,566,099
4,566,099
ANET 		Arista Networks Inc2023-06-30Sold Out
-4.06%
●
33.18 ($38.8) 43.61
$116.41
200.03%
Sold Out
0
-11,392,099
AAPL 		Apple Inc2023-06-30Sold Out
-3.90%
●
160.1 ($174.1) 193.97
$237.03
36.14%
Sold Out
0
-11,140,315
MSFT 		Microsoft Corp2023-06-30Sold Out
-3.55%
●
275.42 ($313.01) 348.1
$425.51
35.94%
Sold Out
0
-5,800,347
NVDA 		NVIDIA Corp2023-09-30New Buy
+2.08%
●
40.86 ($44.8) 49.36
$135.62
202.72%
New holding
16,748,490
1,674,849
SPY 		S&P 500 ETF TRUST ETF2023-06-30Reduce
-2.06%
●
402.86 ($418.22) 443.28
$591.61
41.46%
Reduce -49.31%
2,432,813
-2,366,796
GOOGL 		Alphabet Inc2023-09-30New Buy
+1.81%
●
116.45 ($129.36) 138.21
$194.82
50.60%
New holding
4,848,423
4,848,423
AMZN 		Amazon.com Inc2023-09-30New Buy
+1.74%
●
125.98 ($134) 144.85
$221.81
65.53%
New holding
4,799,700
4,799,700
AVGO 		Broadcom Inc2023-09-30New Buy
+1.60%
●
80.84 ($86.68) 92.29
$228.01
163.05%
New holding
6,749,060
674,906

J.P. Morgan Private Wealth Advisors LLC Total Holding History ($B)

To

J.P. Morgan Private Wealth Advisors LLC's Asset Allocation

To

J.P. Morgan Private Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

J.P. Morgan Private Wealth Advisors LLC's Hypothetical Growth since 2023-09-30

J.P. Morgan Private Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

J.P. Morgan Private Wealth Advisors LLC's Holdings Heat Map

Size field:

J.P. Morgan Private Wealth Advisors LLC's Holdings Bubble Chart

J.P. Morgan Private Wealth Advisors LLC News

  • 1

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