JP
| |
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
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 | 1,453,246.1 | New Holding | 4.150 | +4.15% | 0.050 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 4,566,099 | 1,441,745.8 | New Holding | 4.120 | +4.12% | 0.060 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SPY | S&P 500 ETF TRUST ETF | 2,232,889 | 954,515.5 | -8.22% | 2.730 | -0.46% | 0.240 | +18.80% | +8.86% | 654,366.5 | ||
VOO | Vanguard S&P 500 ETF | 1,972,787 | 774,713.6 | -6.50% | 2.210 | -0.29% | 0.260 | +18.82% | +8.89% | 663,622.4 | ||
NVDA | NVIDIA Corp | 16,748,490 | 728,542.7 | New Holding | 2.080 | +2.08% | 0.070 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
GOOGL | Alphabet Inc | 4,848,423 | 634,464.7 | New Holding | 1.810 | +1.81% | 0.040 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
AMZN | Amazon.com Inc | 4,799,700 | 610,137.8 | New Holding | 1.740 | +1.74% | 0.050 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
AVGO | Broadcom Inc | 6,749,060 | 560,563.2 | New Holding | 1.600 | +1.60% | 0.160 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 1,290,714 | 554,271.2 | -10.52% | 1.580 | -0.35% | 0.170 | +18.87% | +8.94% | 642,209.1 | ||
LLY | Eli Lilly and Co | 811,230 | 435,735.8 | New Holding | 1.240 | +1.24% | 0.090 | -3.48% | +3.87% | 717,192.0 | 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 Inc | 2023-09-30 | New Buy New Buy | +4.15% | 170.43 ($183.38) 196.45 | $214.15 | 16.78% | 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 | $505.87 | 53.09% | 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 | $170.78 | 281.21% | 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 | $190.23 | 47.05% | 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 | $228.29 | 70.37% | 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 | $283.69 | 227.28% | 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 | $798.89 | 55.04% | New holding | 811,230 | 811,230 | |
V | Visa Inc | 2023-09-30 | New Buy New Buy | +1.02% | 229.5 ($240.37) 248.11 | $355.29 | 47.81% | 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 | $153.12 | -5.20% | 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 | $380.24 | 76.38% | New holding | 1,596,494 | 1,596,494 |
J.P. Morgan Private Wealth Advisors LLC Total Holding History ($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
- 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
Discussions on J.P. Morgan Private Wealth Advisors LLC
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers