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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 | +21.93% | -15.96% | 3,135,776.7 | Hardware | |
MSFT | Microsoft Corp | 4,566,099 | 1,441,745.8 | New Holding | 4.120 | +4.12% | 0.060 | +40.50% | +18.42% | 3,695,683.8 | Software | |
SPY | S&P 500 ETF TRUST ETF | 2,232,889 | 954,515.5 | -8.22% | 2.730 | -0.46% | 0.240 | +25.51% | +6.64% | 638,997.9 | ||
VOO | Vanguard S&P 500 ETF | 1,972,787 | 774,713.6 | -6.50% | 2.210 | -0.29% | 0.260 | +25.43% | +6.69% | 652,268.3 | ||
NVDA | NVIDIA Corp | 16,748,490 | 728,542.7 | New Holding | 2.080 | +2.08% | 0.070 | +65.44% | +18.65% | 3,885,230.5 | Semiconductors | |
GOOGL | Alphabet Inc | 4,848,423 | 634,464.7 | New Holding | 1.810 | +1.81% | 0.040 | +22.37% | -6.36% | 2,150,235.6 | Interactive Media | |
AMZN | Amazon.com Inc | 4,799,700 | 610,137.8 | New Holding | 1.740 | +1.74% | 0.050 | +30.63% | +1.62% | 2,366,756.5 | Retail - Cyclical | |
AVGO | Broadcom Inc | 6,749,060 | 560,563.2 | New Holding | 1.600 | +1.60% | 0.160 | +76.14% | +18.90% | 1,289,597.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 1,290,714 | 554,271.2 | -10.52% | 1.580 | -0.35% | 0.170 | +25.50% | +6.67% | 619,691.1 | ||
LLY | Eli Lilly and Co | 811,230 | 435,735.8 | New Holding | 1.240 | +1.24% | 0.090 | +6.64% | +0.49% | 693,833.0 | 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
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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 | $209.29 | 14.13% | 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 | $496.46 | 50.24% | 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 | $158.97 | 254.85% | 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 | $176.96 | 36.80% | 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 | $222.97 | 66.40% | 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 | $274.05 | 216.16% | 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 | $777.42 | 50.87% | New holding | 811,230 | 811,230 | |
V | Visa Inc | 2023-09-30 | New Buy New Buy | +1.02% | 229.5 ($240.37) 248.11 | $357.64 | 48.79% | 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 | $148.22 | -8.23% | 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 | $359.92 | 66.95% | New holding | 1,596,494 | 1,596,494 |
J.P. Morgan Private Wealth Advisors LLC Total Holding History ($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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