$30.9 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1702 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGEN | New | SEAGEN INC | $10,475,000 | – | 59,811 | +100.0% | 0.03% | – |
| MSTR | New | MICROSTRATEGY INCcl a new | $9,852,000 | – | 25,357 | +100.0% | 0.03% | – |
| SLQT | New | SELECTQUOTE INC | $8,955,000 | – | 431,577 | +100.0% | 0.03% | – |
| SNOW | New | SNOWFLAKE INCcl a | $7,706,000 | – | 27,383 | +100.0% | 0.02% | – |
| VTRS | New | VIATRIS INC | $4,668,000 | – | 249,069 | +100.0% | 0.02% | – |
| FVRR | New | FIVERR INTL LTD | $3,662,000 | – | 18,768 | +100.0% | 0.01% | – |
| LPRO | New | OPEN LENDING CORP | $3,560,000 | – | 101,819 | +100.0% | 0.01% | – |
| W | New | WAYFAIR INCcl a | $3,461,000 | – | 15,328 | +100.0% | 0.01% | – |
| LMND | New | LEMONADE INC | $3,201,000 | – | 26,128 | +100.0% | 0.01% | – |
| AES | New | AES CORP | $2,847,000 | – | 121,148 | +100.0% | 0.01% | – |
| MTZ | New | MASTEC INC | $2,509,000 | – | 36,804 | +100.0% | 0.01% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $2,514,000 | – | 125,300 | +100.0% | 0.01% | – |
| IYZ | New | ISHARES TR | $1,783,000 | – | 59,013 | +100.0% | 0.01% | – |
| DCP | New | DCP MIDSTREAM LP | $1,959,000 | – | 105,795 | +100.0% | 0.01% | – |
| VNT | New | VONTIER CORPORATION | $1,725,000 | – | 51,654 | +100.0% | 0.01% | – |
| TMX | New | TERMINIX GLOBAL HOLDINGS INC | $1,556,000 | – | 30,501 | +100.0% | 0.01% | – |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $1,616,000 | – | 40,375 | +100.0% | 0.01% | – |
| FROG | New | JFROG LTD | $1,659,000 | – | 26,400 | +100.0% | 0.01% | – |
| AI | New | C3 AI INCcl a | $1,167,000 | – | 8,412 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $1,105,000 | – | 6,817 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $1,296,000 | – | 82,197 | +100.0% | 0.00% | – |
| CMD | New | CANTEL MED CORP | $1,313,000 | – | 16,650 | +100.0% | 0.00% | – |
| YELP | New | YELP INCcl a | $1,081,000 | – | 33,097 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $1,291,000 | – | 59,642 | +100.0% | 0.00% | – |
| ACEL | New | ACCEL ENTERTAINMENT INC | $1,211,000 | – | 119,858 | +100.0% | 0.00% | – |
| CNXC | New | CONCENTRIX CORP | $1,106,000 | – | 11,205 | +100.0% | 0.00% | – |
| NMFC | New | NEW MTN FIN CORP | $942,000 | – | 82,884 | +100.0% | 0.00% | – |
| IXC | New | ISHARES TRglobal energ etf | $978,000 | – | 48,142 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $840,000 | – | 6,523 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCcl a | $1,037,000 | – | 12,227 | +100.0% | 0.00% | – |
| HSKA | New | HESKA CORP | $930,000 | – | 6,385 | +100.0% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INC | $814,000 | – | 40,506 | +100.0% | 0.00% | – |
| MRCY | New | MERCURY SYS INC | $937,000 | – | 10,646 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $624,000 | – | 4,250 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $683,000 | – | 17,789 | +100.0% | 0.00% | – |
| RNA | New | AVIDITY BIOSCIENCES INC | $482,000 | – | 18,900 | +100.0% | 0.00% | – |
| BAND | New | BANDWIDTH INC | $502,000 | – | 3,265 | +100.0% | 0.00% | – |
| BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $613,000 | – | 21,400 | +100.0% | 0.00% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $675,000 | – | 27,093 | +100.0% | 0.00% | – |
| EVTC | New | EVERTEC INC | $676,000 | – | 17,199 | +100.0% | 0.00% | – |
| GLT | New | GLATFELTER CORPORATION | $591,000 | – | 36,072 | +100.0% | 0.00% | – |
| BAR | New | GRANITESHARES GOLD TR | $763,000 | – | 40,410 | +100.0% | 0.00% | – |
| HTGC | New | HERCULES CAPITAL INC | $623,000 | – | 43,184 | +100.0% | 0.00% | – |
| INSP | New | INSPIRE MED SYS INC | $752,000 | – | 3,997 | +100.0% | 0.00% | – |
| BBAX | New | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $749,000 | – | 27,680 | +100.0% | 0.00% | – |
| LESL | New | LESLIES INC | $463,000 | – | 16,668 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $532,000 | – | 16,543 | +100.0% | 0.00% | – |
| MEDP | New | MEDPACE HLDGS INC | $690,000 | – | 4,955 | +100.0% | 0.00% | – |
| MODN | New | MODEL N INC | $697,000 | – | 19,535 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $748,000 | – | 16,548 | +100.0% | 0.00% | – |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $725,000 | – | 10,846 | +100.0% | 0.00% | – |
| PETQ | New | PETIQ INC | $516,000 | – | 13,430 | +100.0% | 0.00% | – |
| PRG | New | PROG HOLDINGS INC | $489,000 | – | 9,081 | +100.0% | 0.00% | – |
| PRO | New | PROS HOLDINGS INC | $766,000 | – | 15,094 | +100.0% | 0.00% | – |
| RVLV | New | REVOLVE GROUP INCcl a | $549,000 | – | 17,604 | +100.0% | 0.00% | – |
| SAIL | New | SAILPOINT TECHNOLOGIES HLDGS | $661,000 | – | 12,422 | +100.0% | 0.00% | – |
| SWAV | New | SHOCKWAVE MED INC | $587,000 | – | 5,657 | +100.0% | 0.00% | – |
| SMAR | New | SMARTSHEET INC | $477,000 | – | 6,882 | +100.0% | 0.00% | – |
| STMP | New | STAMPS COM INC | $476,000 | – | 2,426 | +100.0% | 0.00% | – |
| LRN | New | STRIDE INC | $506,000 | – | 23,851 | +100.0% | 0.00% | – |
| TFII | New | TFI INTL INC | $696,000 | – | 13,523 | +100.0% | 0.00% | – |
| TCMD | New | TACTILE SYS TECHNOLOGY INC | $560,000 | – | 12,458 | +100.0% | 0.00% | – |
| VER | New | VEREIT INC | $592,000 | – | 15,662 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $687,000 | – | 3,972 | +100.0% | 0.00% | – |
| KNSA | New | KINIKSA PHARMACEUTICALS LTD | $259,000 | – | 14,667 | +100.0% | 0.00% | – |
| WYND | New | WYNDHAM DESTINATIONS INC | $214,000 | – | 4,770 | +100.0% | 0.00% | – |
| CSR | New | CENTERSPACE | $346,000 | – | 4,892 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $363,000 | – | 14,763 | +100.0% | 0.00% | – |
| CABO | New | CABLE ONE INC | $401,000 | – | 180 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $207,000 | – | 1,371 | +100.0% | 0.00% | – |
| BC | New | BRUNSWICK CORP | $214,000 | – | 2,806 | +100.0% | 0.00% | – |
| CATM | New | CARDTRONICS PLC | $319,000 | – | 9,038 | +100.0% | 0.00% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $428,000 | – | 5,847 | +100.0% | 0.00% | – |
| BLI | New | BERKELEY LTS INC | $250,000 | – | 2,791 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS INC | $387,000 | – | 4,740 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $238,000 | – | 3,136 | +100.0% | 0.00% | – |
| ATHM | New | AUTOHOME INCsp adr rp cl a | $370,000 | – | 3,713 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $204,000 | – | 8,763 | +100.0% | 0.00% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $283,000 | – | 5,629 | +100.0% | 0.00% | – |
| ARNA | New | ARENA PHARMACEUTICALS INC | $387,000 | – | 5,031 | +100.0% | 0.00% | – |
| FOLD | New | AMICUS THERAPEUTICS INC | $288,000 | – | 12,481 | +100.0% | 0.00% | – |
| AWR | New | AMER STATES WTR CO | $251,000 | – | 3,159 | +100.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $206,000 | – | 4,766 | +100.0% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP | $211,000 | – | 4,097 | +100.0% | 0.00% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $277,000 | – | 1,462 | +100.0% | 0.00% | – |
| GOLF | New | ACUSHNET HOLDINGS CORP | $337,000 | – | 8,310 | +100.0% | 0.00% | – |
| AAN | New | THE AARONS COMPANY INC | $217,000 | – | 11,445 | +100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $306,000 | – | 3,276 | +100.0% | 0.00% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $279,000 | – | 9,477 | +100.0% | 0.00% | – |
| ROG | New | ROGERS CORP | $239,000 | – | 1,538 | +100.0% | 0.00% | – |
| RL | New | RALPH LAUREN CORPcl a | $264,000 | – | 2,547 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $318,000 | – | 3,765 | +100.0% | 0.00% | – |
| PGNY | New | PROGYNY INC | $264,000 | – | 6,236 | +100.0% | 0.00% | – |
| PSMT | New | PRICESMART INC | $254,000 | – | 2,790 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC | $228,000 | – | 11,400 | +100.0% | 0.00% | – |
| PDD | New | PINDUODUO INCsponsored ads | $461,000 | – | 2,594 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INC | $216,000 | – | 1,503 | +100.0% | 0.00% | – |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $221,000 | – | 3,719 | +100.0% | 0.00% | – |
| PPBI | New | PACIFIC PREMIER BANCORP | $311,000 | – | 9,925 | +100.0% | 0.00% | – |
| PRAH | New | PRA HEALTH SCIENCES INC | $237,000 | – | 1,892 | +100.0% | 0.00% | – |
| SGDM | New | SPROTT ETF TRUSTgold miners etf | $206,000 | – | 6,740 | +100.0% | 0.00% | – |
| ONEM | New | 1LIFE HEALTHCARE INC | $272,000 | – | 6,232 | +100.0% | 0.00% | – |
| NUVA | New | NUVASIVE INC | $220,000 | – | 3,909 | +100.0% | 0.00% | – |
| STICU | New | NORTHERN STAR ACQUISITION COunit 08/29/2025 | $222,000 | – | 14,136 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $223,000 | – | 3,210 | +100.0% | 0.00% | – |
| TCF | New | TCF FINL CORP | $343,000 | – | 9,266 | +100.0% | 0.00% | – |
| MRCC | New | MONROE CAP CORP | $292,000 | – | 36,421 | +100.0% | 0.00% | – |
| MNR | New | MONMOUTH REAL ESTATE INVT COcl a | $207,000 | – | 11,961 | +100.0% | 0.00% | – |
| MTX | New | MINERALS TECHNOLOGIES INC | $255,000 | – | 4,110 | +100.0% | 0.00% | – |
| TMHC | New | TAYLOR MORRISON HOME CORP | $355,000 | – | 13,837 | +100.0% | 0.00% | – |
| MTOR | New | MERITOR INC | $216,000 | – | 7,757 | +100.0% | 0.00% | – |
| MDVL | New | MEDAVAIL HOLDINGS INC | $282,000 | – | 18,755 | +100.0% | 0.00% | – |
| MATW | New | MATTHEWS INTL CORPcl a | $270,000 | – | 9,200 | +100.0% | 0.00% | – |
| MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $203,000 | – | 1,104 | +100.0% | 0.00% | – |
| MSM | New | MSC INDL DIRECT INCcl a | $205,000 | – | 2,430 | +100.0% | 0.00% | – |
| TY | New | TRI CONTL CORP | $227,000 | – | 7,713 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $264,000 | – | 3,948 | +100.0% | 0.00% | – |
| IIVI | New | II-VI INC | $335,000 | – | 4,408 | +100.0% | 0.00% | – |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $268,000 | – | 10,271 | +100.0% | 0.00% | – |
| ITRI | New | ITRON INC | $423,000 | – | 4,414 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $210,000 | – | 2,446 | +100.0% | 0.00% | – |
| SMMD | New | ISHARES TRrusel 2500 etf | $254,000 | – | 4,466 | +100.0% | 0.00% | – |
| IEUR | New | ISHARES TRcore msci euro | $390,000 | – | 7,608 | +100.0% | 0.00% | – |
| EWW | New | ISHARES INCmsci mexico etf | $222,000 | – | 5,165 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $278,000 | – | 1,832 | +100.0% | 0.00% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $213,000 | – | 6,907 | +100.0% | 0.00% | – |
| CQQQ | New | INVESCO EXCH TRADED FD TR IIchina technlgy | $301,000 | – | 3,660 | +100.0% | 0.00% | – |
| EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $216,000 | – | 5,541 | +100.0% | 0.00% | – |
| MORT | New | VANECK VECTORS ETF TR | $293,000 | – | 17,468 | +100.0% | 0.00% | – |
| PJP | New | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $220,000 | – | 3,077 | +100.0% | 0.00% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $235,000 | – | 1,525 | +100.0% | 0.00% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $255,000 | – | 894 | +100.0% | 0.00% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $201,000 | – | 991 | +100.0% | 0.00% | – |
| ITGR | New | INTEGER HLDGS CORP | $241,000 | – | 2,967 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INC | $230,000 | – | 2,821 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $212,000 | – | 2,747 | +100.0% | 0.00% | – |
| IPGP | New | IPG PHOTONICS CORP | $204,000 | – | 913 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $330,000 | – | 2,711 | +100.0% | 0.00% | – |
| HHC | New | HOWARD HUGHES CORP | $229,000 | – | 2,905 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $256,000 | – | 4,855 | +100.0% | 0.00% | – |
| HLIO | New | HELIOS TECHNOLOGIES INC | $307,000 | – | 5,766 | +100.0% | 0.00% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $204,000 | – | 1,762 | +100.0% | 0.00% | – |
| GLDG | New | GOLDMINING INC | $364,000 | – | 167,000 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $287,000 | – | 13,520 | +100.0% | 0.00% | – |
| FTDR | New | FRONTDOOR INC | $241,000 | – | 4,805 | +100.0% | 0.00% | – |
| FLR | New | FLUOR CORP NEW | $258,000 | – | 16,140 | +100.0% | 0.00% | – |
| VRRM | New | VERRA MOBILITY CORP | $205,000 | – | 15,307 | +100.0% | 0.00% | – |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $222,000 | – | 3,400 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $361,000 | – | 720 | +100.0% | 0.00% | – |
| DAVA | New | ENDAVA PLCads | $379,000 | – | 4,932 | +100.0% | 0.00% | – |
| ENBL | New | ENABLE MIDSTREAM PARTNERS LP | $373,000 | – | 70,847 | +100.0% | 0.00% | – |
| ESI | New | ELEMENT SOLUTIONS INC | $301,000 | – | 16,986 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE INC | $289,000 | – | 4,128 | +100.0% | 0.00% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $229,000 | – | 9,670 | +100.0% | 0.00% | – |
| EBC | New | EASTERN BANKSHARES INC | $163,000 | – | 10,000 | +100.0% | 0.00% | – |
| ALFA | New | ETF SER SOLUTIONSalpclone alter | $215,000 | – | 2,800 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC | $253,000 | – | 8,410 | +100.0% | 0.00% | – |
| WFH | New | DIREXION SHS ETF TRwork from home | $290,000 | – | 4,289 | +100.0% | 0.00% | – |
| CREE | New | CREE INC | $432,000 | – | 4,075 | +100.0% | 0.00% | – |
| CLNC | New | COLONY CR REAL ESTATE INC | $222,000 | – | 29,637 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $393,000 | – | 4,370 | +100.0% | 0.00% | – |
| WWW | New | WOLVERINE WORLD WIDE INC | $212,000 | – | 6,772 | +100.0% | 0.00% | – |
| HTBK | New | HERITAGE COMM CORP | $95,000 | – | 10,735 | +100.0% | 0.00% | – |
| CLNE | New | CLEAN ENERGY FUELS CORP | $134,000 | – | 17,000 | +100.0% | 0.00% | – |
| AVDL | New | AVADEL PHARMACEUTICALS PLCsponsored adr | $67,000 | – | 10,000 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $94,000 | – | 19,200 | +100.0% | 0.00% | – |
| MFA | New | MFA FINL INC | $135,000 | – | 34,825 | +100.0% | 0.00% | – |
| AMPE | New | AMPIO PHARMACEUTICALS INC | $24,000 | – | 15,000 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $96,000 | – | 13,780 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $62,000 | – | 11,785 | +100.0% | 0.00% | – |
| CSLT | New | CASTLIGHT HEALTH INCcl b | $32,000 | – | 24,500 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $69,000 | – | 10,445 | +100.0% | 0.00% | – |
| PIPPU | New | PINE IS ACQUISITION CORPunit 99/99/9999 | $119,000 | – | 11,535 | +100.0% | 0.00% | – |
| CLVS | New | CLOVIS ONCOLOGY INC | $95,000 | – | 19,870 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 7.3% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 2.3% |
| ISHARES TR | 42 | Q3 2023 | 3.3% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 1.4% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 1.3% |
| PFIZER INC | 42 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.1% |
View J.P. Morgan Private Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-12 |
View J.P. Morgan Private Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.