J.P. Morgan Private Wealth Advisors LLC — Quarterly 13F Portfolio Report

CIK: 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/Contrarian: 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.

Recent moves

No 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
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 Q3 2026

+3.5%

Performance Last 4 Quarters

+21.6%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.4%
Beta: +0.92
Alpha: -0.7%
Max Drawdown: -8.7%
Annualized Perf: +16.8%
Batting Avg vs S&P: +41.7%
Sortino: +2.64
Stutzer: +0.39
Treynor: +0.18
Sterling: +1
Calmar: +1.92
Information Ratio: -0.72
Tracking Error: +3%
Stdev Down: +6.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +33.8%
Worst 12 Months: +6.3%
Efficiency Ratio: +0.53
Sharpe: +1.32
Stdev Sectors: +7.3%
Skewness: +0.12
Kurtosis: -0.1
Upside Potential: +4.31

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-09-30	1710	$35.0B	0	1AAPL 2MSFT 3SPY Top holdings2023-09-30 1.AAPL 2.MSFT 3.SPY 4.VOO 5.NVDA 6.GOOGL 7.AMZN 8.AVGO 9.IVV 10.LLY
2023-06-30	1462	$19.3B	0	1SPY 2VOO 3IVV Top holdings2023-06-30 1.SPY 2.VOO 3.IVV 4.QQQ 5.MRK 6.IWF 7.VIG 8.UNH 9.VEA 10.ABBV
2023-03-31	1929	$47.1B	0	1SPY 2ANETEUR 3AAPL Top holdings2023-03-31 1.SPY 2.ANETEUR 3.AAPL 4.MSFT 5.VOO 6.IVV 7.AMZN 8.GOOGL 9.NVDA 10.IWF
2022-12-31	1921	$44.8B	0	1SPY 2ANETEUR 3AAPL Top holdings2022-12-31 1.SPY 2.ANETEUR 3.AAPL 4.MSFT 5.VOO 6.IVV 7.VIG 8.IWF 9.UNH 10.IWV
2022-09-30	1915	$38.3B	0	1SPY 2AAPL 3MSFT Top holdings2022-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.UNH 9.QQQ 10.IWF
2022-06-30	1917	$39.1B	0	1SPY 2AAPL 3MSFT Top holdings2022-06-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.AVGO 9.UNH 10.QQQ
2022-03-31	1996	$46.2B	0	1SPY 2AAPL 3MSFT Top holdings2022-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.NVDA 9.QQQ 10.AVGO
2021-12-31	1983	$46.5B	0	1SPY 2AAPL 3MSFT Top holdings2021-12-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.NVDA 9.QQQ 10.AVGO
2021-09-30	1935	$40.9B	0	1SPY 2AAPL 3MSFT Top holdings2021-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.QQQ 9.JPM 10.META
2021-06-30	1895	$38.6B	89	1SPY 2AAPL 3MSFT Top holdings2021-06-30 1.SPY 2.AAPL 3.MSFT 4.AMZN 5.VOO 6.IVV 7.GOOGL 8.QQQ 9.JPM 10.META
2021-03-31	1742	$30.9B	16	1SPY 2AAPL 3MSFT Top holdings2021-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.IVV 7.GOOGL 8.QQQ 9.JPM 10.IWB
2020-12-31	1702	$30.9B	21	1AAPL 2SPY 3MSFT Top holdings2020-12-31 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.GOOGL 9.IWF 10.IWB
2020-09-30	1595	$25.6B	20	1AAPL 2SPY 3MSFT Top holdings2020-09-30 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.IWF 9.GOOGL 10.IWB
2020-06-30	1545	$21.9B	26	1AAPL 2SPY 3MSFT Top holdings2020-06-30 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.GOOGL 9.IWB 10.IWF
2020-03-31	1656	$17.7B	29	1SPY 2AAPL 3MSFT Top holdings2020-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.IVV 7.QQQ 8.GOOGL 9.IWB 10.VIG
2019-12-31	1466	$22.0B	17	1SPY 2AAPL 3MSFT Top holdings2019-12-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.JPM 7.IWM 8.IWB 9.AMZN 10.IWF
2019-09-30	1425	$19.2B	12	1SPY 2AAPL 3MSFT Top holdings2019-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.IWB 7.IWM 8.AMZN 9.JPM 10.IWV
2019-06-30	1375	$18.3B	13	1SPY 2AAPL 3MSFT Top holdings2019-06-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.IWB 7.IWM 8.AMZN 9.IWV 10.JPM
2019-03-31	1455	$19.2B	20	1SPY 2AAPL 3VOO Top holdings2019-03-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IVV 6.IWB 7.IWM 8.AMZN 9.IWV 10.IWD
2018-12-31	1443	$16.5B	74	1SPY 2AAPL 3VOO Top holdings2018-12-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IVV 6.IWB 7.IWM 8.IWD 9.VIG 10.IWV
2018-09-30	1574	$20.5B	71	178462f2AAPL 3VOO Top holdings2018-09-30 1.78462f 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IVV 8.AMZN 9.IWF 10.IWD
2018-06-30	1460	$17.9B	29	1SPY 2AAPL 3VOO Top holdings2018-06-30 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IWF 8.META 9.IVV 10.VIG
2018-03-31	1293	$14.8B	20	1SPY 2AAPL 3VOO Top holdings2018-03-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IWF 8.VIG 9.IVV 10.META
2017-12-31	1292	$15.2B	22	1SPY 2AAPL 3VOO Top holdings2017-12-31 1.SPY 2.AAPL 3.VOO 4.IWM 5.IWB 6.MSFT 7.META 8.IWF 9.CVX 10.VIG
2017-09-30	1238	$13.9B	17	1SPY 2AAPL 3VOO Top holdings2017-09-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.META 7.MSFT 8.IWF 9.VIG 10.CVX
2017-06-30	1389	$13.2B	15	1SPY 2AAPL 3VOO Top holdings2017-06-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.VIG 7.MSFT 8.META 9.CVX 10.IWD
2017-03-31	2067	$12.9B	21	1SPY 2AAPL 3VOO Top holdings2017-03-31 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.VIG 7.MSFT 8.CVX 9.IWD 10.PG
2016-12-31	1952	$11.5B	20	1SPY 2AAPL 3VOO Top holdings2016-12-31 1.SPY 2.AAPL 3.VOO 4.IWM 5.IWB 6.CVX 7.AEP 8.MSFT 9.PG 10.VIG
2016-09-30	1900	$10.7B	15	1SPY 2AAPL 3VOO Top holdings2016-09-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.AEP 7.PG 8.CVX 9.MSFT 10.PEP
2016-06-30	1998	$10.3B	30	1SPY 2AAPL 3VOO Top holdings2016-06-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.AEP 6.CVX 7.IWM 8.PG 9.MSFT 10.PEP
2016-03-31	1903	$10.5B	26	1AAPL 2SPY 3META Top holdings2016-03-31 1.AAPL 2.SPY 3.META 4.LBRDK 5.OEF 6.IWB 7.VOO 8.AEP 9.IWM 10.CVX
2015-12-31	1527	$9.7B	31	1SPY 2AAPL 3META Top holdings2015-12-31 1.SPY 2.AAPL 3.META 4.OEF 5.VOO 6.IWB 7.AEP 8.IWM 9.CVX 10.VIG
2015-09-30	1401	$8.0B	26	1AAPL 2SPY 3IWB Top holdings2015-09-30 1.AAPL 2.SPY 3.IWB 4.META 5.97717x 6.IWM 7.LBRDK 8.ACWI 9.VOO 10.OEF
2015-06-30	1529	$8.7B	24	1AAPL 2IWB 3SPY Top holdings2015-06-30 1.AAPL 2.IWB 3.SPY 4.IWM 5.META 6.CVX 7.OEF 8.LBRDK 9.VOO 10.AEP
2015-03-31	1623	$8.8B	26	1AAPL 2IWB 3SPY Top holdings2015-03-31 1.AAPL 2.IWB 3.SPY 4.LBRDK 5.97717x 6.CVX 7.ACWI 8.META 9.IWM 10.OEF
2014-12-31	1563	$8.4B	19	1AAPL 2IWB 3SPY Top holdings2014-12-31 1.AAPL 2.IWB 3.SPY 4.ACWI 5.CVX 6.PG 7.OEF 8.IWD 9.30303m 10.IWM
2014-09-30	1513	$7.8B	34	1AAPL 2IWB 3ACWI Top holdings2014-09-30 1.AAPL 2.IWB 3.ACWI 4.CVX 5.SPY 6.OEF 7.30303m 8.PG 9.VIG 10.XOM
2014-06-30	1182	$5.9B	25	1IWB 2AAPL 3CVX Top holdings2014-06-30 1.IWB 2.AAPL 3.CVX 4.XOM 5.PG 6.AEP 7.IWD 8.IWM 9.SPY 10.LYB
2014-03-31	1720	$5.5B	26	1IWB 2CVX 3AAPL Top holdings2014-03-31 1.IWB 2.CVX 3.AAPL 4.PG 5.XOM 6.AEP 7.IWM 8.SPY 9.IWD 10.IBM
2013-12-31	831	$5.0B	25	1CVX 2IWB 3AAPL Top holdings2013-12-31 1.CVX 2.IWB 3.AAPL 4.30231g 5.PG 6.AEP 7.SPY 8.IWD 9.VIG 10.IWM
2013-09-30	785	$4.4B	16	1CVX 2IWB 3AAPL Top holdings2013-09-30 1.CVX 2.IWB 3.AAPL 4.30231g 5.AEP 6.IBM 7.PEP 8.SPY 9.IWD 10.UTXZ
2013-06-30	785	$4.1B	0	1CVX230231g3IWB Top holdings2013-06-30 1.CVX 2.30231g 3.IWB 4.AAPL 5.IBM 6.AEP 7.PEP 8.SPY 9.IWD 10.PG

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
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-07-28	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-12	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-04-30	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-08-14	Amendment	View on EDGAR
2018-03-31	2018-05-10	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-20	Amendment	View on EDGAR
2016-03-31	2016-05-13	13F-HR	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-05	13F-HR	View on EDGAR
2015-06-30	2015-08-10	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-11	13F-HR	View on EDGAR
2014-09-30	2014-11-21	Amendment	View on EDGAR
2014-09-30	2014-11-06	13F-HR	View on EDGAR
2014-06-30	2014-08-11	13F-HR	View on EDGAR
2014-03-31	2014-05-08	13F-HR	View on EDGAR
2013-12-31	2014-01-31	13F-HR	View on EDGAR
2013-09-30	2013-11-05	13F-HR	View on EDGAR
2013-06-30	2013-08-12	13F-HR	View on EDGAR

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%

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J.P. Morgan Private Wealth Advisors LLC — Quarterly 13F Portfolio Report

CIK: 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%.

Browse other institutions with $10B to $100B AUM Browse other institutions starting with "J"

Personality snowflake

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

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.

Recent moves

No 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
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 Q3 2026

+3.5%

Performance Last 4 Quarters

+21.6%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.4%
Beta: +0.92
Alpha: -0.7%
Max Drawdown: -8.7%
Annualized Perf: +16.8%
Batting Avg vs S&P: +41.7%
Sortino: +2.64
Stutzer: +0.39
Treynor: +0.18
Sterling: +1
Calmar: +1.92
Information Ratio: -0.72
Tracking Error: +3%
Stdev Down: +6.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +33.8%
Worst 12 Months: +6.3%
Efficiency Ratio: +0.53
Sharpe: +1.32
Stdev Sectors: +7.3%
Skewness: +0.12
Kurtosis: -0.1
Upside Potential: +4.31

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-09-30	1710	$35.0B	0	1AAPL 2MSFT 3SPY Top holdings2023-09-30 1.AAPL 2.MSFT 3.SPY 4.VOO 5.NVDA 6.GOOGL 7.AMZN 8.AVGO 9.IVV 10.LLY
2023-06-30	1462	$19.3B	0	1SPY 2VOO 3IVV Top holdings2023-06-30 1.SPY 2.VOO 3.IVV 4.QQQ 5.MRK 6.IWF 7.VIG 8.UNH 9.VEA 10.ABBV
2023-03-31	1929	$47.1B	0	1SPY 2ANETEUR 3AAPL Top holdings2023-03-31 1.SPY 2.ANETEUR 3.AAPL 4.MSFT 5.VOO 6.IVV 7.AMZN 8.GOOGL 9.NVDA 10.IWF
2022-12-31	1921	$44.8B	0	1SPY 2ANETEUR 3AAPL Top holdings2022-12-31 1.SPY 2.ANETEUR 3.AAPL 4.MSFT 5.VOO 6.IVV 7.VIG 8.IWF 9.UNH 10.IWV
2022-09-30	1915	$38.3B	0	1SPY 2AAPL 3MSFT Top holdings2022-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.UNH 9.QQQ 10.IWF
2022-06-30	1917	$39.1B	0	1SPY 2AAPL 3MSFT Top holdings2022-06-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.AVGO 9.UNH 10.QQQ
2022-03-31	1996	$46.2B	0	1SPY 2AAPL 3MSFT Top holdings2022-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.NVDA 9.QQQ 10.AVGO
2021-12-31	1983	$46.5B	0	1SPY 2AAPL 3MSFT Top holdings2021-12-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.NVDA 9.QQQ 10.AVGO
2021-09-30	1935	$40.9B	0	1SPY 2AAPL 3MSFT Top holdings2021-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.GOOGL 7.IVV 8.QQQ 9.JPM 10.META
2021-06-30	1895	$38.6B	89	1SPY 2AAPL 3MSFT Top holdings2021-06-30 1.SPY 2.AAPL 3.MSFT 4.AMZN 5.VOO 6.IVV 7.GOOGL 8.QQQ 9.JPM 10.META
2021-03-31	1742	$30.9B	16	1SPY 2AAPL 3MSFT Top holdings2021-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.IVV 7.GOOGL 8.QQQ 9.JPM 10.IWB
2020-12-31	1702	$30.9B	21	1AAPL 2SPY 3MSFT Top holdings2020-12-31 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.GOOGL 9.IWF 10.IWB
2020-09-30	1595	$25.6B	20	1AAPL 2SPY 3MSFT Top holdings2020-09-30 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.IWF 9.GOOGL 10.IWB
2020-06-30	1545	$21.9B	26	1AAPL 2SPY 3MSFT Top holdings2020-06-30 1.AAPL 2.SPY 3.MSFT 4.AMZN 5.VOO 6.IVV 7.QQQ 8.GOOGL 9.IWB 10.IWF
2020-03-31	1656	$17.7B	29	1SPY 2AAPL 3MSFT Top holdings2020-03-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.AMZN 6.IVV 7.QQQ 8.GOOGL 9.IWB 10.VIG
2019-12-31	1466	$22.0B	17	1SPY 2AAPL 3MSFT Top holdings2019-12-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.JPM 7.IWM 8.IWB 9.AMZN 10.IWF
2019-09-30	1425	$19.2B	12	1SPY 2AAPL 3MSFT Top holdings2019-09-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.IWB 7.IWM 8.AMZN 9.JPM 10.IWV
2019-06-30	1375	$18.3B	13	1SPY 2AAPL 3MSFT Top holdings2019-06-30 1.SPY 2.AAPL 3.MSFT 4.VOO 5.IVV 6.IWB 7.IWM 8.AMZN 9.IWV 10.JPM
2019-03-31	1455	$19.2B	20	1SPY 2AAPL 3VOO Top holdings2019-03-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IVV 6.IWB 7.IWM 8.AMZN 9.IWV 10.IWD
2018-12-31	1443	$16.5B	74	1SPY 2AAPL 3VOO Top holdings2018-12-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IVV 6.IWB 7.IWM 8.IWD 9.VIG 10.IWV
2018-09-30	1574	$20.5B	71	178462f2AAPL 3VOO Top holdings2018-09-30 1.78462f 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IVV 8.AMZN 9.IWF 10.IWD
2018-06-30	1460	$17.9B	29	1SPY 2AAPL 3VOO Top holdings2018-06-30 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IWF 8.META 9.IVV 10.VIG
2018-03-31	1293	$14.8B	20	1SPY 2AAPL 3VOO Top holdings2018-03-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.IWM 6.IWB 7.IWF 8.VIG 9.IVV 10.META
2017-12-31	1292	$15.2B	22	1SPY 2AAPL 3VOO Top holdings2017-12-31 1.SPY 2.AAPL 3.VOO 4.IWM 5.IWB 6.MSFT 7.META 8.IWF 9.CVX 10.VIG
2017-09-30	1238	$13.9B	17	1SPY 2AAPL 3VOO Top holdings2017-09-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.META 7.MSFT 8.IWF 9.VIG 10.CVX
2017-06-30	1389	$13.2B	15	1SPY 2AAPL 3VOO Top holdings2017-06-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.VIG 7.MSFT 8.META 9.CVX 10.IWD
2017-03-31	2067	$12.9B	21	1SPY 2AAPL 3VOO Top holdings2017-03-31 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.VIG 7.MSFT 8.CVX 9.IWD 10.PG
2016-12-31	1952	$11.5B	20	1SPY 2AAPL 3VOO Top holdings2016-12-31 1.SPY 2.AAPL 3.VOO 4.IWM 5.IWB 6.CVX 7.AEP 8.MSFT 9.PG 10.VIG
2016-09-30	1900	$10.7B	15	1SPY 2AAPL 3VOO Top holdings2016-09-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.IWM 6.AEP 7.PG 8.CVX 9.MSFT 10.PEP
2016-06-30	1998	$10.3B	30	1SPY 2AAPL 3VOO Top holdings2016-06-30 1.SPY 2.AAPL 3.VOO 4.IWB 5.AEP 6.CVX 7.IWM 8.PG 9.MSFT 10.PEP
2016-03-31	1903	$10.5B	26	1AAPL 2SPY 3META Top holdings2016-03-31 1.AAPL 2.SPY 3.META 4.LBRDK 5.OEF 6.IWB 7.VOO 8.AEP 9.IWM 10.CVX
2015-12-31	1527	$9.7B	31	1SPY 2AAPL 3META Top holdings2015-12-31 1.SPY 2.AAPL 3.META 4.OEF 5.VOO 6.IWB 7.AEP 8.IWM 9.CVX 10.VIG
2015-09-30	1401	$8.0B	26	1AAPL 2SPY 3IWB Top holdings2015-09-30 1.AAPL 2.SPY 3.IWB 4.META 5.97717x 6.IWM 7.LBRDK 8.ACWI 9.VOO 10.OEF
2015-06-30	1529	$8.7B	24	1AAPL 2IWB 3SPY Top holdings2015-06-30 1.AAPL 2.IWB 3.SPY 4.IWM 5.META 6.CVX 7.OEF 8.LBRDK 9.VOO 10.AEP
2015-03-31	1623	$8.8B	26	1AAPL 2IWB 3SPY Top holdings2015-03-31 1.AAPL 2.IWB 3.SPY 4.LBRDK 5.97717x 6.CVX 7.ACWI 8.META 9.IWM 10.OEF
2014-12-31	1563	$8.4B	19	1AAPL 2IWB 3SPY Top holdings2014-12-31 1.AAPL 2.IWB 3.SPY 4.ACWI 5.CVX 6.PG 7.OEF 8.IWD 9.30303m 10.IWM
2014-09-30	1513	$7.8B	34	1AAPL 2IWB 3ACWI Top holdings2014-09-30 1.AAPL 2.IWB 3.ACWI 4.CVX 5.SPY 6.OEF 7.30303m 8.PG 9.VIG 10.XOM
2014-06-30	1182	$5.9B	25	1IWB 2AAPL 3CVX Top holdings2014-06-30 1.IWB 2.AAPL 3.CVX 4.XOM 5.PG 6.AEP 7.IWD 8.IWM 9.SPY 10.LYB
2014-03-31	1720	$5.5B	26	1IWB 2CVX 3AAPL Top holdings2014-03-31 1.IWB 2.CVX 3.AAPL 4.PG 5.XOM 6.AEP 7.IWM 8.SPY 9.IWD 10.IBM
2013-12-31	831	$5.0B	25	1CVX 2IWB 3AAPL Top holdings2013-12-31 1.CVX 2.IWB 3.AAPL 4.30231g 5.PG 6.AEP 7.SPY 8.IWD 9.VIG 10.IWM
2013-09-30	785	$4.4B	16	1CVX 2IWB 3AAPL Top holdings2013-09-30 1.CVX 2.IWB 3.AAPL 4.30231g 5.AEP 6.IBM 7.PEP 8.SPY 9.IWD 10.UTXZ
2013-06-30	785	$4.1B	0	1CVX230231g3IWB Top holdings2013-06-30 1.CVX 2.30231g 3.IWB 4.AAPL 5.IBM 6.AEP 7.PEP 8.SPY 9.IWD 10.PG

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
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-07-28	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-12	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-13	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-04-30	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-08-14	Amendment	View on EDGAR
2018-03-31	2018-05-10	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-20	Amendment	View on EDGAR
2016-03-31	2016-05-13	13F-HR	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-05	13F-HR	View on EDGAR
2015-06-30	2015-08-10	13F-HR	View on EDGAR
2015-03-31	2015-05-15	13F-HR	View on EDGAR
2014-12-31	2015-02-11	13F-HR	View on EDGAR
2014-09-30	2014-11-21	Amendment	View on EDGAR
2014-09-30	2014-11-06	13F-HR	View on EDGAR
2014-06-30	2014-08-11	13F-HR	View on EDGAR
2014-03-31	2014-05-08	13F-HR	View on EDGAR
2013-12-31	2014-01-31	13F-HR	View on EDGAR
2013-09-30	2013-11-05	13F-HR	View on EDGAR
2013-06-30	2013-08-12	13F-HR	View on EDGAR

FAQ

What is J.P. Morgan Private Wealth Advisors LLC and what type of investor is it?

What are J.P. Morgan Private Wealth Advisors LLC's largest equity positions?

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?