JM

J.P. Morgan Private Wealth Advisors LLC

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%.

Personality snowflake

Concentration
3.75
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
44.66
Diversification
100
Sizing Uniformity
61.23

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.15%——
2MSFTMicrosoft CORPStock-Tech4.12%——
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.73%—-8.22%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.21%—-6.50%
5NVDANvidia CORPStock-Tech2.08%——
6GOOGLAlphabet Inc-cl AStock-Comm Services1.81%——
7AMZNAmazon.com INCStock-Consumer Disc1.74%——
8AVGOBroadcom INCStock-Tech1.60%——
9IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.58%—-10.52%
10LLYEli Lilly & CoStock-Healthcare1.24%——
11QQQInvesco Qqq Trust Series 1ETF-Tech1.13%—-10.40%
12VVisa Inc-class A SharesStock-Financials1.02%——
13CVXChevron CORPStock-Energy1.00%——
14IWFIshares Russell 1000 GrowthETF-Other0.98%—-8.05%
15ETNEaton Corporation plcStock-Industrials0.97%——
16ABBVAbbvie INCStock-Healthcare0.95%—-4.92%
17PEPPepsico INCStock-Consumer Staples0.94%——
18UNHUnitedhealth Group INCStock-Healthcare0.94%—-7.20%
19MRKMerck & Co. INC.Stock-Healthcare0.90%—-9.85%
20VIGVanguard Dividend Apprec ETFETF-Other0.87%—-12.65%
21XOMExxon Mobil CORPStock-Energy0.84%——
22BRK-BBerkshire Hathaway Inc-cl BStock-Other0.84%—-8.36%
23VEAVanguard Ftse Developed ETFETF-Other0.83%—-4.79%
24GOOGAlphabet Inc-cl CStock-Comm Services0.80%——
25IWBIshares Russell 1000 ETFETF-Other0.73%—-10.32%
26JPMJpmorgan Chase & CoStock-Financials0.72%——
27PGProcter & Gamble Co/theStock-Consumer Staples0.70%——
28ABNBAirbnb Inc-class AStock-Consumer Disc0.67%——
29IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.66%—-0.75%
30MSMorgan StanleyStock-Financials0.64%——
31COSTCostco Wholesale CORPStock-Consumer Staples0.63%—-6.93%
32HDHome Depot INCStock-Consumer Disc0.59%——
33METAMeta Platforms Inc-class AStock-Comm Services0.57%——
34TXNTexas Instruments INCStock-Tech0.56%——
35MCDMcdonald's CORPStock-Consumer Disc0.55%——
36HONHoneywell International INCStock-Industrials0.55%—-4.03%
37BXBlackstone INCStock-Financials0.55%——
38IWDIshares Russell 1000 Value EETF-Other0.54%—-12.79%
39VTIVanguard Total Stock Mkt ETFETF-Other0.54%—-9.94%
40IWMIshares Russell 2000 ETFETF-Small Cap0.53%—-7.14%
41PLDPrologis INCStock-Real Estate0.53%——
42CSCOCisco Systems INCStock-Tech0.51%——
43DHRDanaher CORPStock-Healthcare0.51%——
44ISRGIntuitive Surgical INCStock-Healthcare0.51%——
45TMOThermo Fisher Scientific INCStock-Healthcare0.51%—-9.06%
46VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.49%—-3.16%
47SDYSs Spdr S&p Dividend ETFETF-Other0.49%—+18.56%
48VTVVanguard Value ETFETF-Other0.48%—+1.22%
49LINLinde plcStock-Materials0.48%——
50BACBank Of America CORPStock-Financials0.48%——
1–50 of 1,710

Holding changes this quarter

Position changes disclosed by J.P. Morgan Private Wealth Advisors LLC for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

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 a 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%