$8.76 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1623 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEDJ | New | WISDOMTREE TReurope hedged eq | $134,206,000 | – | 2,029,105 | +100.0% | 1.53% | – |
| MDT | New | MEDTRONIC PLC | $36,620,000 | – | 469,548 | +100.0% | 0.42% | – |
| DBEF | New | DBX ETF TRxtrak msci eafe | $5,644,000 | – | 188,376 | +100.0% | 0.06% | – |
| CBMG | New | CELLULAR BIOMEDICINE GROUP I | $2,963,000 | – | 94,172 | +100.0% | 0.03% | – |
| RDWR | New | RADWARE LTDord | $2,979,000 | – | 142,470 | +100.0% | 0.03% | – |
| JPMWS | New | JPMORGAN CHASE & CO*w exp 10/28/201 | $2,135,000 | – | 97,000 | +100.0% | 0.02% | – |
| ES | New | EVERSOURCE ENERGY | $1,479,000 | – | 29,273 | +100.0% | 0.02% | – |
| ITB | New | ISHARESus home cons etf | $1,350,000 | – | 47,810 | +100.0% | 0.02% | – |
| DXGE | New | WISDOMTREE TRgermany hedeq fd | $1,147,000 | – | 36,649 | +100.0% | 0.01% | – |
| ICPT | New | INTERCEPT PHARMACEUTICALS IN | $910,000 | – | 3,228 | +100.0% | 0.01% | – |
| QRVO | New | QORVO INC | $838,000 | – | 10,512 | +100.0% | 0.01% | – |
| MYL | New | MYLAN N V | $795,000 | – | 13,390 | +100.0% | 0.01% | – |
| ZG | New | ZILLOW GROUP INCcl a | $829,000 | – | 8,272 | +100.0% | 0.01% | – |
| IEF | New | ISHARES TR7-10 y tr bd etf | $781,000 | – | 7,208 | +100.0% | 0.01% | – |
| WPZ | New | WILLIAMS PARTNERS L P NEW | $786,000 | – | 15,961 | +100.0% | 0.01% | – |
| MBBYF | New | MOBILEYE N V AMSTELVEEN | $667,000 | – | 15,855 | +100.0% | 0.01% | – |
| GPT | New | GRAMERCY PPTY TR INC | $716,000 | – | 25,515 | +100.0% | 0.01% | – |
| ANET | New | ARISTA NETWORKS INC | $682,000 | – | 9,669 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $726,000 | – | 8,799 | +100.0% | 0.01% | – |
| VSTM | New | VERASTEM INC | $600,000 | – | 59,000 | +100.0% | 0.01% | – |
| JUNO | New | JUNO THERAPEUTICS INC | $621,000 | – | 10,250 | +100.0% | 0.01% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $571,000 | – | 6,180 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC | $584,000 | – | 7,411 | +100.0% | 0.01% | – |
| ACAS | New | AMERICAN CAP LTD | $586,000 | – | 39,645 | +100.0% | 0.01% | – |
| IHDG | New | WISDOMTREE TRitl hdg div gt | $600,000 | – | 22,215 | +100.0% | 0.01% | – |
| IDA | New | IDACORP INC | $528,000 | – | 8,392 | +100.0% | 0.01% | – |
| DXPS | New | WISDOMTREE TRuk hedg eqt fd | $549,000 | – | 21,030 | +100.0% | 0.01% | – |
| IRM | New | IRON MTN INC NEW | $522,000 | – | 14,325 | +100.0% | 0.01% | – |
| TRMB | New | TRIMBLE NAVIGATION LTD | $501,000 | – | 19,854 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $510,000 | – | 1,792 | +100.0% | 0.01% | – |
| PKI | New | PERKINELMER INC | $523,000 | – | 10,224 | +100.0% | 0.01% | – |
| NGG | New | NATIONAL GRID PLCspon adr new | $437,000 | – | 6,772 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTS INC | $402,000 | – | 6,843 | +100.0% | 0.01% | – |
| HACK | New | FACTORSHARES TRise cyber sec | $471,000 | – | 16,840 | +100.0% | 0.01% | – |
| FCB | New | FCB FINL HLDGS INCcl a | $426,000 | – | 15,548 | +100.0% | 0.01% | – |
| OUT | New | OUTFRONT MEDIA INC | $473,000 | – | 15,800 | +100.0% | 0.01% | – |
| AM | New | ANTERO MIDSTREAM PARTNERS LPunt ltd partn | $341,000 | – | 14,110 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $307,000 | – | 6,181 | +100.0% | 0.00% | – |
| ENV | New | ENVESTNET INC | $360,000 | – | 6,428 | +100.0% | 0.00% | – |
| ESE | New | ESCO TECHNOLOGIES INC | $308,000 | – | 7,900 | +100.0% | 0.00% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $317,000 | – | 2,679 | +100.0% | 0.00% | – |
| AIA | New | ISHARESasia 50 etf | $379,000 | – | 7,581 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $376,000 | – | 11,757 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore mscitotal | $378,000 | – | 6,826 | +100.0% | 0.00% | – |
| MW | New | MENS WEARHOUSE INC | $313,000 | – | 5,997 | +100.0% | 0.00% | – |
| MEI | New | METHODE ELECTRS INC | $332,000 | – | 7,060 | +100.0% | 0.00% | – |
| MTX | New | MINERALS TECHNOLOGIES INC | $325,000 | – | 4,440 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $315,000 | – | 7,142 | +100.0% | 0.00% | – |
| MARK | New | REMARK MEDIA INC | $335,000 | – | 78,000 | +100.0% | 0.00% | – |
| EWSC | New | RYDEX ETF TRUSTgug russ2000 eql | $341,000 | – | 7,383 | +100.0% | 0.00% | – |
| TW | New | TOWERS WATSON & COcl a | $347,000 | – | 2,626 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INC | $313,000 | – | 12,274 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $293,000 | – | 4,820 | +100.0% | 0.00% | – |
| CNK | New | CINEMARK HOLDINGS INC | $253,000 | – | 5,622 | +100.0% | 0.00% | – |
| HCP | New | HCP INC | $288,000 | – | 6,673 | +100.0% | 0.00% | – |
| SLXP | New | SALIX PHARMACEUTICALS INC | $256,000 | – | 1,482 | +100.0% | 0.00% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $300,000 | – | 12,300 | +100.0% | 0.00% | – |
| BPOP | New | POPULAR INC | $228,000 | – | 6,635 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC | $220,000 | – | 3,551 | +100.0% | 0.00% | – |
| FDL | New | FIRST TR MORNINGSTAR DIV LEA | $265,000 | – | 11,370 | +100.0% | 0.00% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $289,000 | – | 7,852 | +100.0% | 0.00% | – |
| AGM | New | FEDERAL AGRIC MTG CORPcl c | $238,000 | – | 8,448 | +100.0% | 0.00% | – |
| CXO | New | CONCHO RES INC | $273,000 | – | 2,352 | +100.0% | 0.00% | – |
| WBS | New | WEBSTER FINL CORP CONN | $235,000 | – | 6,330 | +100.0% | 0.00% | – |
| ENBL | New | ENABLE MIDSTREAM PARTNERS LP | $282,000 | – | 17,166 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $242,000 | – | 4,790 | +100.0% | 0.00% | – |
| WWAV | New | WHITEWAVE FOODS CO | $256,000 | – | 5,778 | +100.0% | 0.00% | – |
| DRII | New | DIAMOND RESORTS INTL INC | $266,000 | – | 7,962 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $230,000 | – | 4,712 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $252,000 | – | 13,364 | +100.0% | 0.00% | – |
| TSO | New | TESORO CORP | $270,000 | – | 2,953 | +100.0% | 0.00% | – |
| MINI | New | MOBILE MINI INC | $252,000 | – | 5,911 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO | $236,000 | – | 1,445 | +100.0% | 0.00% | – |
| ACTG | New | ACACIA RESH CORP | $224,000 | – | 20,976 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $231,000 | – | 9,144 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $281,000 | – | 2,213 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $220,000 | – | 1,126 | +100.0% | 0.00% | – |
| LNN | New | LINDSAY CORP | $255,000 | – | 3,350 | +100.0% | 0.00% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $273,000 | – | 6,295 | +100.0% | 0.00% | – |
| UHAL | New | AMERCO | $220,000 | – | 665 | +100.0% | 0.00% | – |
| HDV | New | ISHARES TRcore high dv etf | $256,000 | – | 3,412 | +100.0% | 0.00% | – |
| WOOF | New | VCA INC | $252,000 | – | 4,601 | +100.0% | 0.00% | – |
| SCZ | New | ISHARESeafe sml cp etf | $223,000 | – | 4,501 | +100.0% | 0.00% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $229,000 | – | 1,891 | +100.0% | 0.00% | – |
| SPHQ | New | POWERSHARES ETF TRUSTs&p 500 hgh qlty | $229,000 | – | 9,761 | +100.0% | 0.00% | – |
| EIS | New | ISHARESmsci isr cap etf | $276,000 | – | 5,465 | +100.0% | 0.00% | – |
| CAM | New | CAMERON INTERNATIONAL CORP | $300,000 | – | 6,645 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $295,000 | – | 5,286 | +100.0% | 0.00% | – |
| SYT | New | SYNGENTA AGsponsored adr | $278,000 | – | 4,106 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $284,000 | – | 2,933 | +100.0% | 0.00% | – |
| HIGWS | New | HARTFORD FINL SVCS GROUP INC*w exp 06/26/201 | $306,000 | – | 9,000 | +100.0% | 0.00% | – |
| SXI | New | STANDEX INTL CORP | $200,000 | – | 2,440 | +100.0% | 0.00% | – |
| PF | New | PINNACLE FOODS INC DEL | $214,000 | – | 5,244 | +100.0% | 0.00% | – |
| P | New | PANDORA MEDIA INC | $202,000 | – | 12,423 | +100.0% | 0.00% | – |
| RHT | New | RED HAT INC | $211,000 | – | 2,785 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP | $202,000 | – | 7,557 | +100.0% | 0.00% | – |
| TRUE | New | TRUECAR INC | $204,000 | – | 11,445 | +100.0% | 0.00% | – |
| USG | New | U S G CORP | $204,000 | – | 7,659 | +100.0% | 0.00% | – |
| LPNT | New | LIFEPOINT HOSPITALS INC | $201,000 | – | 2,731 | +100.0% | 0.00% | – |
| HHC | New | HOWARD HUGHES CORP | $204,000 | – | 1,313 | +100.0% | 0.00% | – |
| HCC | New | HCC INS HLDGS INC | $208,000 | – | 3,675 | +100.0% | 0.00% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $203,000 | – | 6,811 | +100.0% | 0.00% | – |
| FNGN | New | FINANCIAL ENGINES INC | $201,000 | – | 4,798 | +100.0% | 0.00% | – |
| WD | New | WALKER & DUNLOP INC | $191,000 | – | 10,800 | +100.0% | 0.00% | – |
| ETV | New | EATON VANCE TX MNG BY WRT OP | $170,000 | – | 11,350 | +100.0% | 0.00% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $204,000 | – | 3,136 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPpaired ctf | $219,000 | – | 4,581 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $216,000 | – | 3,130 | +100.0% | 0.00% | – |
| ABCO | New | ADVISORY BRD CO | $219,000 | – | 4,106 | +100.0% | 0.00% | – |
| AAN | New | AARONS INC | $212,000 | – | 7,479 | +100.0% | 0.00% | – |
| GSL | New | GLOBAL SHIP LEASE INC NEW | $159,000 | – | 29,400 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $205,000 | – | 6,786 | +100.0% | 0.00% | – |
| SLGN | New | SILGAN HOLDINGS INC | $205,000 | – | 3,525 | +100.0% | 0.00% | – |
| RIGL | New | RIGEL PHARMACEUTICALS INC | $170,000 | – | 47,600 | +100.0% | 0.00% | – |
| RCII | New | RENT A CTR INC NEW | $200,000 | – | 7,279 | +100.0% | 0.00% | – |
| SWZ | New | SWISS HELVETIA FD INC | $115,000 | – | 10,000 | +100.0% | 0.00% | – |
| ECOM | New | CHANNELADVISOR CORP | $104,000 | – | 10,700 | +100.0% | 0.00% | – |
| LINEQ | New | LINN ENERGY LLCunit ltd liab | $113,000 | – | 10,194 | +100.0% | 0.00% | – |
| CIDM | New | CINEDIGM CORP | $58,000 | – | 36,000 | +100.0% | 0.00% | – |
| New | RITE AID CORPnote 8.500% 5/1 | $101,000 | – | 30,000 | +100.0% | 0.00% | – | |
| MFG | New | MIZUHO FINL GROUP INCsponsored adr | $45,000 | – | 12,569 | +100.0% | 0.00% | – |
| HNSN | New | HANSEN MEDICAL INC | $40,000 | – | 45,528 | +100.0% | 0.00% | – |
| GEVO | New | GEVO INC | $2,000 | – | 10,000 | +100.0% | 0.00% | – |
| PALDF | New | NORTH AMERN PALLADIUM LTD | $3,000 | – | 16,000 | +100.0% | 0.00% | – |
| ETRM | New | ENTEROMEDICS INC | $18,000 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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.