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J.P. Morgan Private Wealth Advisors LLC13F | |
| J.P. Morgan Private Wealth Advisors LLC | |
| Last update 2023-11-13 | 1712 Stocks (350 new) |
| Value $35.01 Bil | Turnover 52 % |
J.P. Morgan Private Wealth Adv... Top Holdings of 2023-09-30
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| 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 | 1,453,246.1 | New Holding | 4.150 | +4.15% | 0.050 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 4,566,099 | 1,441,745.8 | New Holding | 4.120 | +4.12% | 0.060 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SPY | S&P 500 ETF TRUST ETF | 2,232,889 | 954,515.5 | -8.22% | 2.730 | -0.46% | 0.240 | +19.57% | +7.72% | 643,289.7 | ||
VOO | Vanguard S&P 500 ETF | 1,972,787 | 774,713.6 | -6.50% | 2.210 | -0.29% | 0.260 | +19.59% | +7.78% | 660,834.1 | ||
NVDA | NVIDIA Corp | 16,748,490 | 728,542.7 | New Holding | 2.080 | +2.08% | 0.070 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
GOOGL | Alphabet Inc | 4,848,423 | 634,464.7 | New Holding | 1.810 | +1.81% | 0.040 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
AMZN | Amazon.com Inc | 4,799,700 | 610,137.8 | New Holding | 1.740 | +1.74% | 0.050 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AVGO | Broadcom Inc | 6,749,060 | 560,563.2 | New Holding | 1.600 | +1.60% | 0.160 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 1,290,714 | 554,271.2 | -10.52% | 1.580 | -0.35% | 0.170 | +19.67% | +7.80% | 634,518.9 | ||
LLY | Eli Lilly and Co | 811,230 | 435,735.8 | New Holding | 1.240 | +1.24% | 0.090 | -7.94% | +0.34% | 692,791.6 | 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
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2023-09-30 | New Buy New Buy | +4.15% | 170.43 ($183.38) 196.45 | $211.18 | 15.16% | New holding | 8,488,091 | 8,488,091 | |
MSFT | Microsoft Corp | 2023-09-30 | New Buy New Buy | +4.12% | 312.14 ($330.44) 359.49 | $510.05 | 54.35% | New holding | 4,566,099 | 4,566,099 | |
NVDA | NVIDIA Corp | 2023-09-30 | New Buy New Buy | +2.08% | 40.86 ($44.8) 49.36 | $172.41 | 284.84% | New holding | 16,748,490 | 1,674,849 | |
GOOGL | Alphabet Inc | 2023-09-30 | New Buy New Buy | +1.81% | 116.45 ($129.36) 138.21 | $185.06 | 43.06% | New holding | 4,848,423 | 4,848,423 | |
AMZN | Amazon.com Inc | 2023-09-30 | New Buy New Buy | +1.74% | 125.98 ($134) 144.85 | $226.13 | 68.75% | New holding | 4,799,700 | 4,799,700 | |
AVGO | Broadcom Inc | 2023-09-30 | New Buy New Buy | +1.60% | 80.84 ($86.68) 92.29 | $283.34 | 226.88% | New holding | 6,749,060 | 674,906 | |
LLY | Eli Lilly and Co | 2023-09-30 | New Buy New Buy | +1.24% | 434.7 ($515.29) 599.3 | $771.71 | 49.76% | New holding | 811,230 | 811,230 | |
V | Visa Inc | 2023-09-30 | New Buy New Buy | +1.02% | 229.5 ($240.37) 248.11 | $349.05 | 45.21% | New holding | 1,557,972 | 1,557,972 | |
CVX | Chevron Corp | 2023-09-30 | New Buy New Buy | +1.00% | 152.88 ($161.52) 171.04 | $150.04 | -7.11% | New holding | 2,068,493 | 2,068,493 | |
ETN | Eaton Corp PLC | 2023-09-30 | New Buy New Buy | +0.97% | 197.75 ($215.58) 238.04 | $378.62 | 75.63% | New holding | 1,596,494 | 1,596,494 |
J.P. Morgan Private Wealth Advisors LLC Total Holding History ($B)
J.P. Morgan Private Wealth Advisors LLC's Asset Allocation
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
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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
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J.P. Morgan Private Wealth Advisors LLC's Holdings Bubble Chart
J.P. Morgan Private Wealth Advisors LLC News
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