$10.3 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1998 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEV | New | ISHARES TReurope etf | $103,448,000 | – | 2,737,435 | +100.0% | 1.00% | – |
| BNS | New | BANK N S HALIFAX | $18,828,000 | – | 384,157 | +100.0% | 0.18% | – |
| TSN | New | TYSON FOODS INCcl a | $11,355,000 | – | 169,998 | +100.0% | 0.11% | – |
| CM | New | CDN IMPERIAL BK COMM TORONTO | $10,612,000 | – | 141,371 | +100.0% | 0.10% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $6,635,000 | – | 256,177 | +100.0% | 0.06% | – |
| DISH | New | DISH NETWORK CORPcl a | $6,452,000 | – | 123,116 | +100.0% | 0.06% | – |
| PBF | New | PBF ENERGY INCcl a | $5,890,000 | – | 247,699 | +100.0% | 0.06% | – |
| ANET | New | ARISTA NETWORKS INC | $5,005,000 | – | 77,737 | +100.0% | 0.05% | – |
| SPGI | New | S&P GLOBAL INC | $4,299,000 | – | 40,087 | +100.0% | 0.04% | – |
| IDX | New | VANECK VECTORS ETF TRindonesia index | $4,328,000 | – | 198,267 | +100.0% | 0.04% | – |
| NBL | New | NOBLE ENERGY INC | $4,163,000 | – | 116,063 | +100.0% | 0.04% | – |
| ACWV | New | ISHARESmin vol gbl etf | $4,002,000 | – | 52,400 | +100.0% | 0.04% | – |
| GLD | New | SPDR GOLD TRUST | $3,611,000 | – | 28,551 | +100.0% | 0.04% | – |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $3,362,000 | – | 71,933 | +100.0% | 0.03% | – |
| HACK | New | ETF MANAGERS TRpurefunds ise cy | $3,339,000 | – | 139,746 | +100.0% | 0.03% | – |
| EXPE | New | EXPEDIA INC DEL | $3,257,000 | – | 30,648 | +100.0% | 0.03% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $3,193,000 | – | 107,707 | +100.0% | 0.03% | – |
| SM | New | SM ENERGY CO | $2,890,000 | – | 107,024 | +100.0% | 0.03% | – |
| SXL | New | SUNOCO LOGISTICS PRTNRS L P | $2,771,000 | – | 96,380 | +100.0% | 0.03% | – |
| SEMG | New | SEMGROUP CORPcl a | $2,727,000 | – | 83,750 | +100.0% | 0.03% | – |
| IHS | New | IHS INCcl a | $2,682,000 | – | 23,198 | +100.0% | 0.03% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,438,000 | – | 26,191 | +100.0% | 0.02% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $2,367,000 | – | 85,406 | +100.0% | 0.02% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,168,000 | – | 37,339 | +100.0% | 0.02% | – |
| GSY | New | CLAYMORE EXCHANGE TRD FD TRgugg enh sht dur | $2,063,000 | – | 41,247 | +100.0% | 0.02% | – |
| HOT | New | STARWOOD HOTELS&RESORTS WRLD | $1,987,000 | – | 26,864 | +100.0% | 0.02% | – |
| JPMWS | New | JPMORGAN CHASE & CO*w exp 10/28/201 | $1,828,000 | – | 90,230 | +100.0% | 0.02% | – |
| TLLP | New | TESORO LOGISTICS LP | $1,598,000 | – | 32,272 | +100.0% | 0.02% | – |
| CEF | New | CENTRAL FD CDA LTDcl a | $1,293,000 | – | 93,048 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,303,000 | – | 30,409 | +100.0% | 0.01% | – |
| PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $1,316,000 | – | 68,600 | +100.0% | 0.01% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $1,209,000 | – | 17,650 | +100.0% | 0.01% | – |
| OCUL | New | OCULAR THERAPEUTIX INC | $1,267,000 | – | 256,045 | +100.0% | 0.01% | – |
| IGE | New | ISHARES TRna nat res | $990,000 | – | 29,815 | +100.0% | 0.01% | – |
| KBE | New | SPDR SERIES TRUSTs&p bk etf | $1,063,000 | – | 34,854 | +100.0% | 0.01% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $1,061,000 | – | 72,360 | +100.0% | 0.01% | – |
| PGX | New | POWERSHARES ETF TR IIpfd portfolio | $1,029,000 | – | 67,500 | +100.0% | 0.01% | – |
| IEO | New | ISHARES TRus oil&gs ex etf | $1,020,000 | – | 17,990 | +100.0% | 0.01% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $879,000 | – | 3,843 | +100.0% | 0.01% | – |
| TSLX | New | TPG SPECIALTY LENDING INC | $966,000 | – | 58,186 | +100.0% | 0.01% | – |
| XRX | New | XEROX CORP | $821,000 | – | 86,476 | +100.0% | 0.01% | – |
| QIHU | New | QIHOO 360 TECHNOLOGY CO LTDads | $771,000 | – | 10,549 | +100.0% | 0.01% | – |
| PB | New | PROSPERITY BANCSHARES INC | $720,000 | – | 14,110 | +100.0% | 0.01% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $771,000 | – | 8,099 | +100.0% | 0.01% | – |
| MTN | New | VAIL RESORTS INC | $673,000 | – | 4,870 | +100.0% | 0.01% | – |
| MOO | New | VANECK VECTORS ETF TRagribusiness etf | $693,000 | – | 14,422 | +100.0% | 0.01% | – |
| LSXMK | New | LIBERTY MEDIA CORP DELAWARE | $707,000 | – | 22,903 | +100.0% | 0.01% | – |
| MELI | New | MERCADOLIBRE INC | $569,000 | – | 4,048 | +100.0% | 0.01% | – |
| NMBL | New | NIMBLE STORAGE INC | $573,000 | – | 71,980 | +100.0% | 0.01% | – |
| AYI | New | ACUITY BRANDS INC | $604,000 | – | 2,438 | +100.0% | 0.01% | – |
| RMP | New | RICE MIDSTREAM PARTNERS LPunit ltd partn | $606,000 | – | 29,621 | +100.0% | 0.01% | – |
| ICPT | New | INTERCEPT PHARMACEUTICALS IN | $654,000 | – | 4,585 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORP NEWcl a | $656,000 | – | 11,437 | +100.0% | 0.01% | – |
| DOFSQ | New | DIAMOND OFFSHORE DRILLING IN | $613,000 | – | 25,209 | +100.0% | 0.01% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INC | $495,000 | – | 45,750 | +100.0% | 0.01% | – |
| AOR | New | ISHARESgrwt allocat etf | $512,000 | – | 12,800 | +100.0% | 0.01% | – |
| TS | New | TENARIS S Asponsored adr | $487,000 | – | 16,885 | +100.0% | 0.01% | – |
| TMK | New | TORCHMARK CORP | $532,000 | – | 8,605 | +100.0% | 0.01% | – |
| GPRO | New | GOPRO INCcl a | $473,000 | – | 43,731 | +100.0% | 0.01% | – |
| LILAK | New | LIBERTY GLOBAL PLC | $461,000 | – | 14,185 | +100.0% | 0.00% | – |
| KAMN | New | KAMAN CORP | $365,000 | – | 8,586 | +100.0% | 0.00% | – |
| MCHI | New | ISHARES TRchina etf | $413,000 | – | 9,732 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $385,000 | – | 13,769 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $393,000 | – | 13,730 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT MINING CORP | $415,000 | – | 10,617 | +100.0% | 0.00% | – |
| ORAN | New | ORANGEsponsored adr | $380,000 | – | 23,117 | +100.0% | 0.00% | – |
| CCEP | New | COCA COLA EUROPEAN PARTNERS | $368,000 | – | 10,323 | +100.0% | 0.00% | – |
| WYND | New | WYNDHAM WORLDWIDE CORP | $423,000 | – | 5,927 | +100.0% | 0.00% | – |
| INGR | New | INGREDION INC | $445,000 | – | 3,437 | +100.0% | 0.00% | – |
| PBP | New | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $449,000 | – | 21,690 | +100.0% | 0.00% | – |
| SSO | New | PROSHARES TR | $398,000 | – | 6,000 | +100.0% | 0.00% | – |
| QLYS | New | QUALYS INC | $443,000 | – | 14,874 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $384,000 | – | 7,494 | +100.0% | 0.00% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $421,000 | – | 8,435 | +100.0% | 0.00% | – |
| TV | New | GRUPO TELEVISA SAspon adr rep ord | $406,000 | – | 15,597 | +100.0% | 0.00% | – |
| FPRX | New | FIVE PRIME THERAPEUTICS INC | $394,000 | – | 9,523 | +100.0% | 0.00% | – |
| CFNL | New | CARDINAL FINL CORP | $456,000 | – | 20,800 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $350,000 | – | 7,816 | +100.0% | 0.00% | – |
| XHB | New | SPDR SERIES TRUSTs&p homebuild | $297,000 | – | 8,876 | +100.0% | 0.00% | – |
| PZZA | New | PAPA JOHNS INTL INC | $274,000 | – | 4,036 | +100.0% | 0.00% | – |
| JD | New | JD COM INCspon adr cl a | $296,000 | – | 13,960 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $312,000 | – | 3,149 | +100.0% | 0.00% | – |
| AES | New | AES CORP | $265,000 | – | 21,254 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $353,000 | – | 11,524 | +100.0% | 0.00% | – |
| GKOS | New | GLAUKOS CORP | $341,000 | – | 11,693 | +100.0% | 0.00% | – |
| IGM | New | ISHARES TRn amer tech etf | $293,000 | – | 2,663 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $331,000 | – | 3,645 | +100.0% | 0.00% | – |
| EVER | New | EVERBANK FINL CORP | $338,000 | – | 22,746 | +100.0% | 0.00% | – |
| IYY | New | ISHARES TRdow jones us etf | $264,000 | – | 2,524 | +100.0% | 0.00% | – |
| SONY | New | SONY CORPadr new | $325,000 | – | 11,089 | +100.0% | 0.00% | – |
| AL | New | AIR LEASE CORPcl a | $300,000 | – | 11,200 | +100.0% | 0.00% | – |
| ELLI | New | ELLIE MAE INC | $288,000 | – | 3,140 | +100.0% | 0.00% | – |
| FUL | New | FULLER H B CO | $356,000 | – | 8,088 | +100.0% | 0.00% | – |
| BMTC | New | BRYN MAWR BK CORP | $340,000 | – | 11,631 | +100.0% | 0.00% | – |
| BHI | New | BAKER HUGHES INC | $289,000 | – | 6,413 | +100.0% | 0.00% | – |
| BLL | New | BALL CORP | $345,000 | – | 4,783 | +100.0% | 0.00% | – |
| STOR | New | STORE CAP CORP | $302,000 | – | 10,265 | +100.0% | 0.00% | – |
| SLF | New | SUN LIFE FINL INC | $261,000 | – | 7,961 | +100.0% | 0.00% | – |
| GLNG | New | GOLAR LNG LTD BERMUDA | $340,000 | – | 21,903 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $302,000 | – | 51,007 | +100.0% | 0.00% | – |
| KYN | New | KAYNE ANDERSON MLP INVT CO | $330,000 | – | 16,194 | +100.0% | 0.00% | – |
| ITB | New | ISHARES TRus home cons etf | $322,000 | – | 11,651 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $305,000 | – | 7,148 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP NEW | $335,000 | – | 4,125 | +100.0% | 0.00% | – |
| DCMYY | New | NTT DOCOMO INCspons adr | $260,000 | – | 9,617 | +100.0% | 0.00% | – |
| CBOE | New | CBOE HLDGS INC | $303,000 | – | 4,551 | +100.0% | 0.00% | – |
| MWA | New | MUELLER WTR PRODS INC | $273,000 | – | 23,870 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $283,000 | – | 4,170 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC | $294,000 | – | 5,319 | +100.0% | 0.00% | – |
| UCO | New | PROSHARES TR IIult blmbg cd oil | $334,000 | – | 27,333 | +100.0% | 0.00% | – |
| HIGWS | New | HARTFORD FINL SVCS GROUP INC*w exp 06/26/201 | $340,000 | – | 9,200 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $347,000 | – | 9,744 | +100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUP INCcl a | $258,000 | – | 7,042 | +100.0% | 0.00% | – |
| NSR | New | NEUSTAR INCcl a | $200,000 | – | 8,492 | +100.0% | 0.00% | – |
| AWR | New | AMERICAN STS WTR CO | $213,000 | – | 4,860 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $252,000 | – | 7,532 | +100.0% | 0.00% | – |
| ATKR | New | ATKORE INTL GROUP INC | $160,000 | – | 10,000 | +100.0% | 0.00% | – |
| AVGR | New | AVINGER INC | $177,000 | – | 14,856 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $211,000 | – | 3,230 | +100.0% | 0.00% | – |
| BWLD | New | BUFFALO WILD WINGS INC | $244,000 | – | 1,760 | +100.0% | 0.00% | – |
| CFFI | New | C & F FINL CORP | $224,000 | – | 5,000 | +100.0% | 0.00% | – |
| CPE | New | CALLON PETE CO DEL | $250,000 | – | 22,260 | +100.0% | 0.00% | – |
| CSII | New | CARDIOVASCULAR SYS INC DEL | $252,000 | – | 13,727 | +100.0% | 0.00% | – |
| CLC | New | CLARCOR INC | $254,000 | – | 4,184 | +100.0% | 0.00% | – |
| CGW | New | CLAYMORE EXCHANGE TRD FD TRgugg s&p gbl wtr | $233,000 | – | 7,777 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $203,000 | – | 4,730 | +100.0% | 0.00% | – |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $228,000 | – | 1,329 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $223,000 | – | 2,049 | +100.0% | 0.00% | – |
| ENLK | New | ENLINK MIDSTREAM PARTNERS LP | $179,000 | – | 10,795 | +100.0% | 0.00% | – |
| FIG | New | FORTRESS INVESTMENT GROUP LLcl a | $210,000 | – | 47,507 | +100.0% | 0.00% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $247,000 | – | 2,700 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $230,000 | – | 6,577 | +100.0% | 0.00% | – |
| GAM | New | GENERAL AMERN INVS INC | $204,000 | – | 6,644 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PMTS INC | $210,000 | – | 2,945 | +100.0% | 0.00% | – |
| GVA | New | GRANITE CONSTR INC | $202,000 | – | 4,439 | +100.0% | 0.00% | – |
| HCSG | New | HEALTHCARE SVCS GRP INC | $233,000 | – | 5,622 | +100.0% | 0.00% | – |
| HEIA | New | HEICO CORP NEWcl a | $201,000 | – | 3,744 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORPORATION | $213,000 | – | 18,868 | +100.0% | 0.00% | – |
| IILG | New | INTERVAL LEISURE GROUP INC | $203,000 | – | 12,775 | +100.0% | 0.00% | – |
| IXC | New | ISHARES TRglobal energ etf | $205,000 | – | 6,333 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $244,000 | – | 6,361 | +100.0% | 0.00% | – |
| HEWG | New | ISHARES TRhdg msci germn | $234,000 | – | 10,320 | +100.0% | 0.00% | – |
| ITC | New | ITC HLDGS CORP | $246,000 | – | 5,267 | +100.0% | 0.00% | – |
| JUNO | New | JUNO THERAPEUTICS INC | $229,000 | – | 5,935 | +100.0% | 0.00% | – |
| KEYW | New | KEYW HLDG CORP | $204,000 | – | 20,544 | +100.0% | 0.00% | – |
| FWONK | New | LIBERTY MEDIA CORP DELAWARE | $216,000 | – | 11,375 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $202,000 | – | 2,740 | +100.0% | 0.00% | – |
| MTB | New | M & T BK CORP | $201,000 | – | 1,703 | +100.0% | 0.00% | – |
| MIC | New | MACQUARIE INFRASTRUCTURE COR | $230,000 | – | 3,107 | +100.0% | 0.00% | – |
| MXWL | New | MAXWELL TECHNOLOGIES INC | $220,000 | – | 41,735 | +100.0% | 0.00% | – |
| MFIN | New | MEDALLION FINL CORP | $166,000 | – | 22,500 | +100.0% | 0.00% | – |
| TYPE | New | MONOTYPE IMAGING HOLDINGS IN | $204,000 | – | 8,287 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $249,000 | – | 3,847 | +100.0% | 0.00% | – |
| NFG | New | NATIONAL FUEL GAS CO N J | $241,000 | – | 4,238 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $211,000 | – | 7,935 | +100.0% | 0.00% | – |
| OGE | New | OGE ENERGY CORP | $229,000 | – | 6,998 | +100.0% | 0.00% | – |
| PDLI | New | PDL BIOPHARMA INC | $223,000 | – | 71,074 | +100.0% | 0.00% | – |
| PJP | New | POWERSHARES ETF TRUSTdyn phrma port | $206,000 | – | 3,253 | +100.0% | 0.00% | – |
| RMAX | New | RE MAX HLDGS INCcl a | $230,000 | – | 5,729 | +100.0% | 0.00% | – |
| REN | New | RESOLUTE ENERGY CORP | $160,000 | – | 54,014 | +100.0% | 0.00% | – |
| XAR | New | SPDR SERIES TRUSTaerospace def | $237,000 | – | 4,245 | +100.0% | 0.00% | – |
| SCG | New | SCANA CORP NEW | $221,000 | – | 2,915 | +100.0% | 0.00% | – |
| SHLDQ | New | SEARS HLDGS CORP | $159,000 | – | 11,699 | +100.0% | 0.00% | – |
| SMTC | New | SEMTECH CORP | $203,000 | – | 8,715 | +100.0% | 0.00% | – |
| SWX | New | SOUTHWEST GAS CORP | $219,000 | – | 2,788 | +100.0% | 0.00% | – |
| SXI | New | STANDEX INTL CORP | $202,000 | – | 2,440 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $212,000 | – | 8,670 | +100.0% | 0.00% | – |
| TRP | New | TRANSCANADA CORP | $219,000 | – | 4,835 | +100.0% | 0.00% | – |
| TG | New | TREDEGAR CORP | $178,000 | – | 11,041 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $222,000 | – | 6,085 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $234,000 | – | 3,482 | +100.0% | 0.00% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $236,000 | – | 2,830 | +100.0% | 0.00% | – |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $213,000 | – | 2,125 | +100.0% | 0.00% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $201,000 | – | 1,960 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $254,000 | – | 3,480 | +100.0% | 0.00% | – |
| WGL | New | WGL HLDGS INC | $252,000 | – | 3,562 | +100.0% | 0.00% | – |
| DEW | New | WISDOMTREE TRglb high div fd | $230,000 | – | 5,509 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $214,000 | – | 4,726 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $204,000 | – | 1,446 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDGS | $231,000 | – | 5,785 | +100.0% | 0.00% | – |
| BCS | New | BARCLAYS PLCadr | $116,000 | – | 15,247 | +100.0% | 0.00% | – |
| ASPN | New | ASPEN AEROGELS INC | $77,000 | – | 15,439 | +100.0% | 0.00% | – |
| AWP | New | ALPINE GLOBAL PREMIER PPTYS | $62,000 | – | 11,269 | +100.0% | 0.00% | – |
| ADVM | New | ADVERUM BIOTECHNOLOGIES INC | $63,000 | – | 20,000 | +100.0% | 0.00% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $89,000 | – | 15,596 | +100.0% | 0.00% | – |
| UBFO | New | UNITED SECURITY BANCSHARES C | $110,000 | – | 17,132 | +100.0% | 0.00% | – |
| P | New | PANDORA MEDIA INC | $141,000 | – | 11,287 | +100.0% | 0.00% | – |
| PTCT | New | PTC THERAPEUTICS INC | $90,000 | – | 12,840 | +100.0% | 0.00% | – |
| WAIR | New | WESCO AIRCRAFT HLDGS INC | $147,000 | – | 10,960 | +100.0% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $154,000 | – | 10,814 | +100.0% | 0.00% | – |
| CMU | New | MFS HIGH YIELD MUN TRsh ben int | $53,000 | – | 10,861 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $88,000 | – | 29,408 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP NEW | $117,000 | – | 10,612 | +100.0% | 0.00% | – |
| ISBC | New | INVESTORS BANCORP INC NEW | $145,000 | – | 13,066 | +100.0% | 0.00% | – |
| FSK | New | FS INVT CORP | $145,000 | – | 16,037 | +100.0% | 0.00% | – |
| ERF | New | ENERPLUS CORP | $74,000 | – | 11,250 | +100.0% | 0.00% | – |
| DXTRQ | New | DEXTERA SURGICAL INC | $55,000 | – | 30,500 | +100.0% | 0.00% | – |
| REI | New | RING ENERGY INC | $88,000 | – | 10,000 | +100.0% | 0.00% | – |
| SSH | New | SUNSHINE HEART INC | $5,000 | – | 10,000 | +100.0% | 0.00% | – |
| QUIK | New | QUICKLOGIC CORP | $15,000 | – | 15,423 | +100.0% | 0.00% | – |
| GALT | New | GALECTIN THERAPEUTICS INC | $38,000 | – | 26,000 | +100.0% | 0.00% | – |
| CSTM | New | CONSTELLIUM NVcl a | $51,000 | – | 10,775 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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.