$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $2,973,000 | +10.2% | 85,100 | 0.0% | 0.01% | -9.1% | |
| AXDX | ACCELERATE DIAGNOSTICS INC | $1,908,000 | -28.9% | 251,740 | 0.0% | 0.01% | -40.0% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $1,888,000 | +29.3% | 9,600 | 0.0% | 0.01% | 0.0% | |
| IDLV | INVESCO EXCH TRADED FD TR IIs&p intl low | $1,848,000 | +5.4% | 61,616 | 0.0% | 0.01% | -14.3% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,416,000 | +21.0% | 92,216 | 0.0% | 0.01% | 0.0% | |
| EPI | WISDOMTREE TRindia erngs fd | $1,470,000 | +23.7% | 50,323 | 0.0% | 0.01% | 0.0% | |
| USAC | USA COMPRESSION PARTNERS LP | $1,673,000 | +35.9% | 123,000 | 0.0% | 0.01% | 0.0% | |
| VIOV | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $1,590,000 | +32.2% | 11,324 | 0.0% | 0.01% | 0.0% | |
| CATH | GLOBAL X FDSs&p 500 catholic | $1,268,000 | +11.2% | 27,443 | 0.0% | 0.00% | 0.0% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,117,000 | +21.8% | 15,236 | 0.0% | 0.00% | 0.0% | |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $1,127,000 | +12.5% | 39,971 | 0.0% | 0.00% | 0.0% | |
| VIPS | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $1,235,000 | +79.8% | 43,929 | 0.0% | 0.00% | +33.3% | |
| CDXC | CHROMADEX CORP | $1,287,000 | +19.6% | 268,221 | 0.0% | 0.00% | 0.0% | |
| HFXI | INDEXIQ ETF TRhdgd ftse intl | $817,000 | +14.1% | 36,013 | 0.0% | 0.00% | 0.0% | |
| IWL | ISHARES TRrus top 200 etf | $841,000 | +11.2% | 9,315 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $930,000 | +11.4% | 10,000 | 0.0% | 0.00% | 0.0% | |
| HEP | HOLLY ENERGY PARTNERS L P | $920,000 | +17.0% | 64,818 | 0.0% | 0.00% | 0.0% | |
| DUSA | DAVIS FUNDAMENTAL ETF TRselect us eqty | $664,000 | +16.5% | 22,616 | 0.0% | 0.00% | 0.0% | |
| FDEU | FIRST TR DYNAMIC EUROPE EQUI | $489,000 | +17.3% | 41,450 | 0.0% | 0.00% | 0.0% | |
| HBIO | HARVARD BIOSCIENCE INC | $484,000 | +42.4% | 112,858 | 0.0% | 0.00% | +100.0% | |
| EWL | ISHARES INCmsci switzerland | $563,000 | +8.7% | 12,604 | 0.0% | 0.00% | 0.0% | |
| ISCB | ISHARES TRmrgstr sm cp etf | $484,000 | +25.7% | 2,453 | 0.0% | 0.00% | 0.0% | |
| PLYM | PLYMOUTH INDL REIT INC | $588,000 | +21.5% | 39,216 | 0.0% | 0.00% | 0.0% | |
| PSTG | PURE STORAGE INCcl a | $682,000 | +47.0% | 30,178 | 0.0% | 0.00% | 0.0% | |
| GXC | SPDR INDEX SHS FDSs&p china etf | $771,000 | +9.5% | 5,925 | 0.0% | 0.00% | -33.3% | |
| WTRE | WATFORD HLDGS LTD | $519,000 | +50.9% | 15,000 | 0.0% | 0.00% | +100.0% | |
| AVRO | AVROBIO INC | $393,000 | +7.1% | 28,189 | 0.0% | 0.00% | 0.0% | |
| AGRO | ADECOAGRO S A | $435,000 | +45.5% | 64,000 | 0.0% | 0.00% | 0.0% | |
| GLOB | GLOBANT S A | $281,000 | +21.1% | 1,292 | 0.0% | 0.00% | 0.0% | |
| AQN | ALGONQUIN PWR UTILS CORP | $280,000 | +13.8% | 17,000 | 0.0% | 0.00% | 0.0% | |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $223,000 | +55.9% | 22,025 | 0.0% | 0.00% | 0.0% | |
| SAGE | SAGE THERAPEUTICS INC | $323,000 | +41.7% | 3,729 | 0.0% | 0.00% | 0.0% | |
| SGU | STAR GROUP L Punit ltd partnr | $188,000 | -3.6% | 20,000 | 0.0% | 0.00% | 0.0% | |
| OIS | OIL STS INTL INC | $156,000 | +83.5% | 31,116 | 0.0% | 0.00% | – | |
| STXS | STEREOTAXIS INC | $212,000 | +42.3% | 41,593 | 0.0% | 0.00% | 0.0% | |
| TCP | TC PIPELINES LP | $254,000 | +15.5% | 8,616 | 0.0% | 0.00% | 0.0% | |
| MCRI | MONARCH CASINO & RESORT INC | $275,000 | +36.8% | 4,500 | 0.0% | 0.00% | 0.0% | |
| THW | TEKLA WORLD HEALTHCARE FD | $205,000 | +10.2% | 12,976 | 0.0% | 0.00% | 0.0% | |
| KRP | KIMBELL RTY PARTNERS LPunit | $252,000 | +29.9% | 31,797 | 0.0% | 0.00% | 0.0% | |
| KREF | KKR REAL ESTATE FIN TR INC | $266,000 | +8.6% | 14,820 | 0.0% | 0.00% | 0.0% | |
| AIA | ISHARES TRasia 50 etf | $265,000 | +21.0% | 3,044 | 0.0% | 0.00% | 0.0% | |
| IYK | ISHARES TRu.s. cnsm gd etf | $317,000 | +16.1% | 1,829 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $257,000 | +76.0% | 145,998 | 0.0% | 0.00% | 0.0% | |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $341,000 | +58.6% | 9,805 | 0.0% | 0.00% | 0.0% | |
| IIN | INTRICON CORP | $222,000 | +48.0% | 12,281 | 0.0% | 0.00% | 0.0% | |
| HRTX | HERON THERAPEUTICS INC | $335,000 | +42.6% | 15,850 | 0.0% | 0.00% | 0.0% | |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $434,000 | +29.2% | 2,080 | 0.0% | 0.00% | 0.0% | |
| GHG | GREENTREE HOSPITALITY GROUPsponsored ads | $277,000 | -1.4% | 20,670 | 0.0% | 0.00% | 0.0% | |
| SOCL | GLOBAL X FDSsocial med etf | $310,000 | +26.5% | 5,015 | 0.0% | 0.00% | 0.0% | |
| VRT | VERTIV HOLDINGS CO | $187,000 | +8.1% | 10,000 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $359,000 | +14.0% | 3,330 | 0.0% | 0.00% | 0.0% | |
| AG | FIRST MAJESTIC SILVER CORP | $202,000 | +41.3% | 15,000 | 0.0% | 0.00% | 0.0% | |
| DBEM | DBX ETF TRxtrack msci emrg | $263,000 | +13.4% | 9,550 | 0.0% | 0.00% | 0.0% | |
| DEW | WISDOMTREE TRglb high div fd | $236,000 | +13.5% | 5,509 | 0.0% | 0.00% | 0.0% | |
| PULM | PULMATRIX INC | $12,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
| VTGN | VISTAGEN THERAPEUTICS INC | $19,000 | +171.4% | 10,000 | 0.0% | 0.00% | – | |
| MUX | MCEWEN MNG INC | $25,000 | -7.4% | 25,050 | 0.0% | 0.00% | – | |
| GNUS | GENIUS BRANDS INTL INC | $35,000 | +16.7% | 25,000 | 0.0% | 0.00% | – | |
| JMP | JMP GROUP LLC | $80,000 | +50.9% | 20,807 | 0.0% | 0.00% | – | |
| WTER | ALKALINE WTR CO INC | $11,000 | -21.4% | 10,983 | 0.0% | 0.00% | – | |
| GOGL | GOLDEN OCEAN GROUP LTD | $46,000 | +21.1% | 10,000 | 0.0% | 0.00% | – | |
| RQI | COHEN & STEERS QUALITY INCOM | $146,000 | +11.5% | 11,769 | 0.0% | 0.00% | -100.0% |
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.