$4.41 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 785 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXDX | ACCELERATE DIAGNOSTICS INC | $10,638,000 | +65.1% | 793,300 | 0.0% | 0.24% | +51.6% | |
| ATR | APTARGROUP INC | $3,722,000 | +8.9% | 61,896 | 0.0% | 0.08% | 0.0% | |
| EES | WISDOMTREE TRsmlcap earn fd | $1,076,000 | +10.7% | 14,550 | 0.0% | 0.02% | 0.0% | |
| VNRSQ | VANGUARD NAT RES LLC | $964,000 | +0.2% | 34,464 | 0.0% | 0.02% | -8.3% | |
| SPLV | POWERSHARES ETF TR IIs&p500 low vol | $911,000 | +0.2% | 29,200 | 0.0% | 0.02% | -4.5% | |
| DTN | WISDOMTREE TRdiv ex-finl fd | $921,000 | +2.2% | 14,470 | 0.0% | 0.02% | -4.5% | |
| DLN | WISDOMTREE TRlargecap divid | $830,000 | +2.3% | 13,555 | 0.0% | 0.02% | -5.0% | |
| ANIK | ANIKA THERAPEUTICS INC | $842,000 | +40.6% | 35,250 | 0.0% | 0.02% | +26.7% | |
| URTH | ISHARESmsci world etf | $781,000 | +8.3% | 11,750 | 0.0% | 0.02% | 0.0% | |
| DFE | WISDOMTREE TReurope smcp dv | $597,000 | +19.2% | 11,825 | 0.0% | 0.01% | +16.7% | |
| MJN | MEAD JOHNSON NUTRITION CO | $601,000 | -6.4% | 8,099 | 0.0% | 0.01% | -12.5% | |
| HUBA | HUBBELL INCcl a | $565,000 | +4.6% | 6,000 | 0.0% | 0.01% | 0.0% | |
| FLEX | FLEXTRONICS INTL LTDord | $557,000 | +17.5% | 61,258 | 0.0% | 0.01% | +8.3% | |
| CFFI | C & F FINL CORP | $542,000 | -13.1% | 11,200 | 0.0% | 0.01% | -20.0% | |
| CX | CEMEX SAB DE CVspon adr new | $522,000 | +5.7% | 46,707 | 0.0% | 0.01% | 0.0% | |
| PRN | POWERSHARES ETF TRUSTindl sect port | $518,000 | +12.1% | 12,175 | 0.0% | 0.01% | +9.1% | |
| HALO | HALOZYME THERAPEUTICS INC | $464,000 | +38.9% | 42,000 | 0.0% | 0.01% | +37.5% | |
| IGF | ISHARESglb infrastr etf | $425,000 | +7.3% | 11,263 | 0.0% | 0.01% | 0.0% | |
| ALDW | ALON USA PARTNERS LPut ltdpart int | $457,000 | -48.1% | 37,000 | 0.0% | 0.01% | -54.5% | |
| DON | WISDOMTREE TRmidcap divi fd | $422,000 | +6.0% | 6,065 | 0.0% | 0.01% | 0.0% | |
| CPL | CPFL ENERGIA S Asponsored adr | $428,000 | -5.7% | 24,798 | 0.0% | 0.01% | -9.1% | |
| DB | DEUTSCHE BANK AGnamen akt | $419,000 | +9.4% | 9,140 | 0.0% | 0.01% | +11.1% | |
| EWJ | ISHARESmsci japan etf | $382,000 | +6.1% | 32,081 | 0.0% | 0.01% | 0.0% | |
| 6699SC | ISHARESmsci uk etf | $390,000 | +11.1% | 19,881 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA-TENCOR CORP | $343,000 | +9.2% | 5,631 | 0.0% | 0.01% | 0.0% | |
| NBHC | NATIONAL BK HLDGS CORPcl a | $308,000 | +4.1% | 15,000 | 0.0% | 0.01% | 0.0% | |
| MEG | MEDIA GEN INCcl a | $269,000 | +29.3% | 18,880 | 0.0% | 0.01% | +20.0% | |
| NFJ | ALLIANZGI NFJ DIVID INT & PR | $275,000 | 0.0% | 16,308 | 0.0% | 0.01% | -14.3% | |
| VRX | VALEANT PHARMACEUTICALS INTL | $275,000 | +21.1% | 2,639 | 0.0% | 0.01% | 0.0% | |
| OMI | OWENS & MINOR INC NEW | $273,000 | +2.2% | 7,879 | 0.0% | 0.01% | -14.3% | |
| BDJ | BLACKROCK ENHANCED EQT DIV T | $205,000 | -1.0% | 27,266 | 0.0% | 0.01% | 0.0% | |
| EWM | ISHARESmsci malaysi etf | $231,000 | -2.9% | 15,335 | 0.0% | 0.01% | -16.7% | |
| KXI | ISHARESglb cnsm stp etf | $232,000 | +3.6% | 2,810 | 0.0% | 0.01% | -16.7% | |
| EPHE | ISHARESmsci philips etf | $217,000 | -6.1% | 6,600 | 0.0% | 0.01% | -16.7% | |
| EBIX | EBIX INC | $199,000 | +7.6% | 20,000 | 0.0% | 0.01% | 0.0% | |
| 7105SC | DOW 30SM ENHANCED PREM & INC | $170,000 | -3.4% | 14,435 | 0.0% | 0.00% | 0.0% | |
| ETY | EATON VANCE TX MGD DIV EQ IN | $189,000 | -1.0% | 18,750 | 0.0% | 0.00% | -20.0% | |
| NMFC | NEW MTN FIN CORP | $159,000 | +1.9% | 11,000 | 0.0% | 0.00% | 0.0% | |
| DHX | DICE HLDGS INC | $134,000 | -7.6% | 15,723 | 0.0% | 0.00% | -25.0% | |
| CLRX | COLLABRX INC | $78,000 | +14.7% | 19,947 | 0.0% | 0.00% | 0.0% | |
| CIMT | CIMATRON LTDord | $87,000 | -3.3% | 15,000 | 0.0% | 0.00% | 0.0% | |
| IGD | ING GLOBAL EQTY DIV & PREM O | $103,000 | -3.7% | 11,388 | 0.0% | 0.00% | -33.3% | |
| COWN | COWEN GROUP INC NEWcl a | $52,000 | +20.9% | 15,000 | 0.0% | 0.00% | 0.0% | |
| NYMX | NYMOX PHARMACEUTICAL CORP | $66,000 | +26.9% | 10,000 | 0.0% | 0.00% | 0.0% | |
| BRD | BRIGUS GOLD CORP | $25,000 | +19.0% | 42,000 | 0.0% | 0.00% | 0.0% | |
| RBYCF | RUBICON MINERALS CORP | $13,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
| PLM | POLYMET MINING CORP | $8,000 | +14.3% | 10,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-05
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 | 2024-05-10 |
| 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 |
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.