JM
J.P. Morgan Private Wealth Advisors LLC Historical SEC 13F Holdings & Archive (Q3 2023)
J.P. Morgan Private Wealth Advisors LLCCIK: 0001418204
Diversified strategyLong-term holder
Total reported value
$35.0B
Reporting period: 2023-09-30 · Number of holdings: 1710
J.P. Morgan Private Wealth Advisors LLC disclosed 1710 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $35.0B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 3.75
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 44.66
- Diversification
- 100
- Sizing Uniformity
- 61.23
J.P. Morgan Private Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.009 — mathematically equivalent to about 107 equally-sized positions, well below its 1710 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1710 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.15% | — | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.73% | — | -8.22% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | — | -6.50% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | — | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | — | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | — | -10.52% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | — | -10.40% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | — | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.00% | — | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | — | -8.05% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 0.97% | — | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | — | -4.92% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | — | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | — | -7.20% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | — | -9.85% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | — | -12.65% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | — | -8.36% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | — | -4.79% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | — | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.73% | — | -10.32% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | — | — | |
| 28 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.67% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | — | -0.75% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.64% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | -6.93% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | — | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.56% | — | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | — | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | — | -4.03% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.55% | — | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | — | -12.79% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | — | -9.94% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | — | -7.14% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.53% | — | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | — | — | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | — | — | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | — | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | — | -9.06% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | — | -3.16% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.49% | — | +18.56% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | — | +1.22% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.48% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | — | — |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+2%
Performance Last 4 Quarters
+15.6%
- Stdev
- +11.4%
- Beta
- +0.91
- Alpha
- -0.8%
- Max Drawdown
- -8.3%
- Annualized Perf
- +20.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +3.62
- Stutzer
- +0.51
- Treynor
- +0.22
- Sterling
- +1.33
- Calmar
- +2.5
- Information Ratio
- -1.13
- Tracking Error
- +2.5%
- Stdev Down
- +5.4%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +32.3%
- Worst 12 Months
- +4.7%
- Efficiency Ratio
- +0.72
- Sharpe
- +1.74
- Stdev Sectors
- +7.3%
- Skewness
- -0.06
- Kurtosis
- +0.21
- Upside Potential
- +5.08
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q3 | 1710 | $35.0B | 0 | ||
| 2023 Q2 | 1462 | $19.3B | 0 | ||
| 2023 Q1 | 1929 | $47.1B | 0 | ||
| 2022 Q4 | 1921 | $44.8B | 0 | ||
| 2022 Q3 | 1915 | $38.3B | 0 | ||
| 2022 Q2 | 1917 | $39.1B | 0 | ||
| 2022 Q1 | 1996 | $46.2B | 0 | ||
| 2021 Q4 | 1983 | $46.5B | 0 | ||
| 2021 Q3 | 1935 | $40.9B | 0 | ||
| 2021 Q2 | 1895 | $38.6B | 89 | ||
| 2021 Q1 | 1742 | $30.9B | 16 | ||
| 2020 Q4 | 1702 | $30.9B | 21 | ||
| 2020 Q3 | 1595 | $25.6B | 20 | ||
| 2020 Q2 | 1545 | $21.9B | 26 | ||
| 2020 Q1 | 1656 | $17.7B | 29 | ||
| 2019 Q4 | 1466 | $22.0B | 17 | ||
| 2019 Q3 | 1425 | $19.2B | 12 | ||
| 2019 Q2 | 1375 | $18.3B | 13 | ||
| 2019 Q1 | 1455 | $19.2B | 20 | ||
| 2018 Q4 | 1443 | $16.5B | 74 | ||
| 2018 Q3 | 1574 | $20.5B | 71 | ||
| 2018 Q2 | 1460 | $17.9B | 29 | ||
| 2018 Q1 | 1293 | $14.8B | 20 | ||
| 2017 Q4 | 1292 | $15.2B | 22 | ||
| 2017 Q3 | 1238 | $13.9B | 17 | ||
| 2017 Q2 | 1389 | $13.2B | 15 | ||
| 2017 Q1 | 2067 | $12.9B | 21 | ||
| 2016 Q4 | 1952 | $11.5B | 20 | ||
| 2016 Q3 | 1900 | $10.7B | 15 | ||
| 2016 Q2 | 1998 | $10.3B | 30 | ||
| 2016 Q1 | 1903 | $10.5B | 26 | ||
| 2015 Q4 | 1527 | $9.7B | 31 | ||
| 2015 Q3 | 1401 | $8.0B | 26 | ||
| 2015 Q2 | 1529 | $8.7B | 24 | ||
| 2015 Q1 | 1623 | $8.8B | 26 | ||
| 2014 Q4 | 1563 | $8.4B | 19 | ||
| 2014 Q3 | 1513 | $7.8B | 34 | ||
| 2014 Q2 | 1182 | $5.9B | 25 | ||
| 2014 Q1 | 1720 | $5.5B | 26 | ||
| 2013 Q4 | 831 | $5.0B | 25 | ||
| 2013 Q3 | 785 | $4.4B | 16 | ||
| 2013 Q2 | 785 | $4.1B | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is J.P. Morgan Private Wealth Advisors LLC and what type of investor is it?
J.P. Morgan Private Wealth Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $35.0B, spread across 1710 disclosed positions.
What are J.P. Morgan Private Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, J.P. Morgan Private Wealth Advisors LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $1.5B (4.2%)
2. Microsoft CORP (MSFT) — $1.4B (4.1%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $954.5M (2.7%)
4. Vanguard S&p 500 ETF (VOO) — $774.7M (2.2%)
5. Nvidia CORP (NVDA) — $728.5M (2.1%)
What changes did J.P. Morgan Private Wealth Advisors LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for J.P. Morgan Private Wealth Advisors LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does J.P. Morgan Private Wealth Advisors LLC focus on?
J.P. Morgan Private Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 28.6%
• Health Care: 13.7%
• Financials: 11.2%
• Consumer Discretionary: 10.7%
• Industrials: 9.7%
• Energy: 8.0%
Investment Profile
J.P. Morgan Private Wealth Advisors LLC returned an annualized 20.9% over the trailing 36 months — underperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.91 (roughly in line with the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its ARES position over the past two quarters (+$84.4M, now $150.6M), while trimming SPY over the same stretch (-$1.0B, still holding $954.5M).
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