$17.9 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1460 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $173,931,000 | – | 1,013,289 | +100.0% | 0.97% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $135,169,000 | – | 1,900,583 | +100.0% | 0.76% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $108,561,000 | – | 1,065,479 | +100.0% | 0.61% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $104,408,000 | – | 1,281,877 | +100.0% | 0.58% | – |
| AVGO | New | BROADCOM INC | $83,902,000 | – | 345,786 | +100.0% | 0.47% | – |
| PLD | New | PROLOGIS INC | $67,530,000 | – | 1,028,011 | +100.0% | 0.38% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $62,279,000 | – | 6,166,300 | +100.0% | 0.35% | – |
| DLR | New | DIGITAL RLTY TR INC | $46,477,000 | – | 416,531 | +100.0% | 0.26% | – |
| TGT | New | TARGET CORP | $42,314,000 | – | 555,882 | +100.0% | 0.24% | – |
| WY | New | WEYERHAEUSER CO | $39,730,000 | – | 1,089,726 | +100.0% | 0.22% | – |
| TRV | New | TRAVELERS COMPANIES INC | $36,012,000 | – | 294,357 | +100.0% | 0.20% | – |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $30,726,000 | – | 223,222 | +100.0% | 0.17% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $30,780,000 | – | 211,447 | +100.0% | 0.17% | – |
| DCT | New | DCT INDUSTRIAL TRUST INC | $26,668,000 | – | 399,637 | +100.0% | 0.15% | – |
| AVB | New | AVALONBAY CMNTYS INC | $19,653,000 | – | 114,334 | +100.0% | 0.11% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $19,065,000 | – | 112,026 | +100.0% | 0.11% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $18,179,000 | – | 263,150 | +100.0% | 0.10% | – |
| FIVE | New | FIVE BELOW INC | $17,603,000 | – | 180,158 | +100.0% | 0.10% | – |
| LHO | New | LASALLE HOTEL PPTYS | $16,906,000 | – | 493,890 | +100.0% | 0.10% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $16,704,000 | – | 167,356 | +100.0% | 0.09% | – |
| EEP | New | ENBRIDGE ENERGY PARTNERS L P | $15,578,000 | – | 1,425,241 | +100.0% | 0.09% | – |
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $15,525,000 | – | 815,381 | +100.0% | 0.09% | – |
| UDR | New | UDR INC | $15,298,000 | – | 407,509 | +100.0% | 0.09% | – |
| WES | New | WESTERN GAS PARTNERS LP | $14,959,000 | – | 309,144 | +100.0% | 0.08% | – |
| INTL | New | INTL FCSTONE INC | $14,690,000 | – | 284,085 | +100.0% | 0.08% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $11,745,000 | – | 496,793 | +100.0% | 0.07% | – |
| ET | New | ENERGY TRANSFER EQUITY L P | $10,570,000 | – | 612,755 | +100.0% | 0.06% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $9,079,000 | – | 80,633 | +100.0% | 0.05% | – |
| QRTEA | New | QURATE RETAIL INC | $8,768,000 | – | 413,234 | +100.0% | 0.05% | – |
| SUI | New | SUN CMNTYS INC | $7,776,000 | – | 79,444 | +100.0% | 0.04% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $7,603,000 | – | 76,929 | +100.0% | 0.04% | – |
| EPR | New | EPR PPTYS | $7,317,000 | – | 112,952 | +100.0% | 0.04% | – |
| ROIC | New | RETAIL OPPORTUNITY INVTS COR | $7,345,000 | – | 383,325 | +100.0% | 0.04% | – |
| TEP | New | TALLGRASS ENERGY PARTNERS LP | $7,186,000 | – | 165,908 | +100.0% | 0.04% | – |
| STWD | New | STARWOOD PPTY TR INC | $6,971,000 | – | 321,103 | +100.0% | 0.04% | – |
| VTR | New | VENTAS INC | $6,781,000 | – | 119,062 | +100.0% | 0.04% | – |
| ARI | New | APOLLO COML REAL EST FIN INC | $6,670,000 | – | 364,871 | +100.0% | 0.04% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $6,688,000 | – | 53,015 | +100.0% | 0.04% | – |
| MPLX | New | MPLX LP | $6,112,000 | – | 179,037 | +100.0% | 0.03% | – |
| COR | New | CORESITE RLTY CORP | $6,025,000 | – | 54,373 | +100.0% | 0.03% | – |
| APO | New | APOLLO GLOBAL MGMT LLC | $6,121,000 | – | 192,074 | +100.0% | 0.03% | – |
| BPL | New | BUCKEYE PARTNERS L Punit ltd partn | $5,948,000 | – | 169,203 | +100.0% | 0.03% | – |
| IYR | New | ISHARES TRu.s. real es etf | $5,862,000 | – | 72,746 | +100.0% | 0.03% | – |
| TTE | New | TOTAL S Asponsored adr | $5,926,000 | – | 97,838 | +100.0% | 0.03% | – |
| OAK | New | OAKTREE CAP GROUP LLCunit cl a | $5,473,000 | – | 134,635 | +100.0% | 0.03% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $5,596,000 | – | 145,716 | +100.0% | 0.03% | – |
| CG | New | CARLYLE GROUP L P | $5,417,000 | – | 254,310 | +100.0% | 0.03% | – |
| ICF | New | ISHARES TRcohen steer reit | $5,101,000 | – | 51,070 | +100.0% | 0.03% | – |
| FEI | New | FIRST TR MLP & ENERGY INCOME | $5,236,000 | – | 401,836 | +100.0% | 0.03% | – |
| BXP | New | BOSTON PROPERTIES INC | $4,824,000 | – | 38,463 | +100.0% | 0.03% | – |
| CBLAQ | New | CBL & ASSOC PPTYS INC | $4,739,000 | – | 850,843 | +100.0% | 0.03% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $4,210,000 | – | 66,095 | +100.0% | 0.02% | – |
| EQIX | New | EQUINIX INC | $4,220,000 | – | 9,815 | +100.0% | 0.02% | – |
| WPZ | New | WILLIAMS PARTNERS L P NEW | $4,109,000 | – | 101,221 | +100.0% | 0.02% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $4,079,000 | – | 24,247 | +100.0% | 0.02% | – |
| SNH | New | SENIOR HSG PPTYS TRsh ben int | $4,042,000 | – | 223,457 | +100.0% | 0.02% | – |
| OFC | New | CORPORATE OFFICE PPTYS TRsh ben int | $3,795,000 | – | 130,896 | +100.0% | 0.02% | – |
| MIC | New | MACQUARIE INFRASTRUCTURE COR | $3,756,000 | – | 88,998 | +100.0% | 0.02% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $3,785,000 | – | 216,376 | +100.0% | 0.02% | – |
| EWG | New | ISHARES INCmsci germany etf | $3,503,000 | – | 116,859 | +100.0% | 0.02% | – |
| IOO | New | ISHARES TRglobal 100 etf | $3,513,000 | – | 76,621 | +100.0% | 0.02% | – |
| YMLI | New | VANECK VECTORS ETF TR | $3,448,000 | – | 273,251 | +100.0% | 0.02% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $3,398,000 | – | 122,778 | +100.0% | 0.02% | – |
| SHLX | New | SHELL MIDSTREAM PARTNERS L Punit ltd int | $3,105,000 | – | 139,980 | +100.0% | 0.02% | – |
| O | New | REALTY INCOME CORP | $3,118,000 | – | 57,961 | +100.0% | 0.02% | – |
| WELL | New | WELLTOWER INC | $2,612,000 | – | 41,675 | +100.0% | 0.02% | – |
| GGP | New | GGP INC | $2,594,000 | – | 126,973 | +100.0% | 0.02% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $2,652,000 | – | 89,781 | +100.0% | 0.02% | – |
| HCP | New | HCP INC | $2,717,000 | – | 105,222 | +100.0% | 0.02% | – |
| ENLK | New | ENLINK MIDSTREAM PARTNERS LP | $2,439,000 | – | 157,055 | +100.0% | 0.01% | – |
| REET | New | ISHARES TRglobal reit etf | $2,549,000 | – | 99,335 | +100.0% | 0.01% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $2,426,000 | – | 17,420 | +100.0% | 0.01% | – |
| TTC | New | TORO CO | $2,329,000 | – | 38,654 | +100.0% | 0.01% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $2,399,000 | – | 78,904 | +100.0% | 0.01% | – |
| HEP | New | HOLLY ENERGY PARTNERS L P | $2,111,000 | – | 74,695 | +100.0% | 0.01% | – |
| AGNC | New | AGNC INVT CORP | $2,058,000 | – | 110,747 | +100.0% | 0.01% | – |
| PIO | New | INVESCO EXCHNG TRADED FD TRglobal water | $2,160,000 | – | 86,450 | +100.0% | 0.01% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $1,897,000 | – | 20,637 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $1,719,000 | – | 32,728 | +100.0% | 0.01% | – |
| GEL | New | GENESIS ENERGY L Punit ltd partn | $1,844,000 | – | 84,175 | +100.0% | 0.01% | – |
| IGR | New | CBRE CLARION GLOBAL REAL EST | $1,730,000 | – | 229,453 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC | $1,709,000 | – | 81,106 | +100.0% | 0.01% | – |
| WPC | New | W P CAREY INC | $1,771,000 | – | 26,699 | +100.0% | 0.01% | – |
| CSD | New | INVESCO EXCHANGE TRADED FD Ts&p spin off | $1,861,000 | – | 34,273 | +100.0% | 0.01% | – |
| KRC | New | KILROY RLTY CORP | $1,849,000 | – | 24,451 | +100.0% | 0.01% | – |
| FR | New | FIRST INDUSTRIAL REALTY TRUS | $1,580,000 | – | 47,394 | +100.0% | 0.01% | – |
| PSXP | New | PHILLIPS 66 PARTNERS LP | $1,621,000 | – | 31,746 | +100.0% | 0.01% | – |
| ATAX | New | AMERICA FIRST MULTIFAMILY INben unit ctf | $1,539,000 | – | 242,287 | +100.0% | 0.01% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,533,000 | – | 11,019 | +100.0% | 0.01% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,427,000 | – | 77,293 | +100.0% | 0.01% | – |
| ASX | New | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $1,424,000 | – | 309,600 | +100.0% | 0.01% | – |
| CPT | New | CAMDEN PPTY TRsh ben int | $1,416,000 | – | 15,535 | +100.0% | 0.01% | – |
| HPT | New | HOSPITALITY PPTYS TR | $1,391,000 | – | 48,630 | +100.0% | 0.01% | – |
| APU | New | AMERIGAS PARTNERS L Punit l p int | $1,430,000 | – | 33,865 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,407,000 | – | 53,335 | +100.0% | 0.01% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $1,440,000 | – | 63,336 | +100.0% | 0.01% | – |
| KYN | New | KAYNE ANDERSON MLP INVT CO | $1,379,000 | – | 73,211 | +100.0% | 0.01% | – |
| EQM | New | EQT MIDSTREAM PARTNERS LPunit ltd partn | $1,462,000 | – | 28,344 | +100.0% | 0.01% | – |
| EVRG | New | EVERGY INC | $1,282,000 | – | 22,821 | +100.0% | 0.01% | – |
| SRV | New | THE CUSHING MLP INFASTCR TOT | $1,329,000 | – | 111,495 | +100.0% | 0.01% | – |
| EGP | New | EASTGROUP PPTY INC | $1,288,000 | – | 13,480 | +100.0% | 0.01% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,275,000 | – | 22,463 | +100.0% | 0.01% | – |
| NML | New | NEUBERGER BERMAN MLP INCOME | $1,101,000 | – | 125,500 | +100.0% | 0.01% | – |
| BOX | New | BOX INCcl a | $1,160,000 | – | 46,406 | +100.0% | 0.01% | – |
| ADOM | New | ADOMANI INC | $1,018,000 | – | 934,000 | +100.0% | 0.01% | – |
| WRI | New | WEINGARTEN RLTY INVSsh ben int | $1,028,000 | – | 33,376 | +100.0% | 0.01% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $1,054,000 | – | 14,263 | +100.0% | 0.01% | – |
| CDXC | New | CHROMADEX CORP | $995,000 | – | 268,221 | +100.0% | 0.01% | – |
| CEM | New | CLEARBRIDGE ENERGY MLP FD IN | $1,153,000 | – | 81,605 | +100.0% | 0.01% | – |
| PCI | New | PIMCO DYNMIC CREDIT AND MRT | $1,058,000 | – | 44,893 | +100.0% | 0.01% | – |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $1,135,000 | – | 8,966 | +100.0% | 0.01% | – |
| TRNO | New | TERRENO RLTY CORP | $1,020,000 | – | 27,089 | +100.0% | 0.01% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $1,065,000 | – | 35,238 | +100.0% | 0.01% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,112,000 | – | 7,019 | +100.0% | 0.01% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $1,013,000 | – | 21,374 | +100.0% | 0.01% | – |
| PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $1,008,000 | – | 69,218 | +100.0% | 0.01% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $1,093,000 | – | 77,871 | +100.0% | 0.01% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $884,000 | – | 7,702 | +100.0% | 0.01% | – |
| HBIO | New | HARVARD BIOSCIENCE INC | $872,000 | – | 162,930 | +100.0% | 0.01% | – |
| TCP | New | TC PIPELINES LP | $859,000 | – | 33,110 | +100.0% | 0.01% | – |
| THQ | New | TEKLA HEALTHCARE OPPORTUNIT | $852,000 | – | 50,000 | +100.0% | 0.01% | – |
| PEB | New | PEBBLEBROOK HOTEL TR | $814,000 | – | 20,967 | +100.0% | 0.01% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $836,000 | – | 17,910 | +100.0% | 0.01% | – |
| ADC | New | AGREE REALTY CORP | $970,000 | – | 18,379 | +100.0% | 0.01% | – |
| CLDR | New | CLOUDERA INC | $862,000 | – | 63,186 | +100.0% | 0.01% | – |
| LNG | New | CHENIERE ENERGY INC | $971,000 | – | 14,894 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORP | $809,000 | – | 27,681 | +100.0% | 0.01% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $974,000 | – | 23,020 | +100.0% | 0.01% | – |
| BZUN | New | BAOZUN INCsponsored adr | $675,000 | – | 12,335 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC | $707,000 | – | 10,868 | +100.0% | 0.00% | – |
| GLQ | New | CLOUGH GLOBAL EQUITY FD | $699,000 | – | 48,851 | +100.0% | 0.00% | – |
| DMLP | New | DORCHESTER MINERALS LP | $652,000 | – | 31,672 | +100.0% | 0.00% | – |
| FDEU | New | FIRST TR DYNAMIC EUROPE EQT | $669,000 | – | 41,450 | +100.0% | 0.00% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $710,000 | – | 3,887 | +100.0% | 0.00% | – |
| LTC | New | LTC PPTYS INC | $638,000 | – | 14,938 | +100.0% | 0.00% | – |
| NGL | New | NGL ENERGY PARTNERS LP | $685,000 | – | 54,851 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $635,000 | – | 19,415 | +100.0% | 0.00% | – |
| TU | New | TELUS CORP | $753,000 | – | 21,207 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $539,000 | – | 33,652 | +100.0% | 0.00% | – |
| TPZ | New | TORTOISE PWR & ENERGY INFRAS | $616,000 | – | 32,716 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC INC | $465,000 | – | 8,009 | +100.0% | 0.00% | – |
| THW | New | TEKLA WORLD HEALTHCARE FD | $483,000 | – | 37,500 | +100.0% | 0.00% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $456,000 | – | 22,246 | +100.0% | 0.00% | – |
| IRET | New | INVESTORS REAL ESTATE TRsh ben int | $453,000 | – | 81,987 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $465,000 | – | 19,782 | +100.0% | 0.00% | – |
| SEMG | New | SEMGROUP CORPcl a | $513,000 | – | 20,177 | +100.0% | 0.00% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $615,000 | – | 42,151 | +100.0% | 0.00% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $455,000 | – | 19,055 | +100.0% | 0.00% | – |
| PII | New | POLARIS INDS INC | $453,000 | – | 3,709 | +100.0% | 0.00% | – |
| REG | New | REGENCY CTRS CORP | $456,000 | – | 7,346 | +100.0% | 0.00% | – |
| CLI | New | MACK CALI RLTY CORP | $467,000 | – | 23,017 | +100.0% | 0.00% | – |
| PEI | New | PENNSYLVANIA RL ESTATE INVTsh ben int | $503,000 | – | 45,733 | +100.0% | 0.00% | – |
| EMO | New | CLEARBRIDGE ENERGY MLP OPP F | $606,000 | – | 55,417 | +100.0% | 0.00% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $494,000 | – | 5,259 | +100.0% | 0.00% | – |
| DM | New | DOMINION ENERGY MIDSTRM PRTN | $597,000 | – | 43,973 | +100.0% | 0.00% | – |
| ARLP | New | ALLIANCE RES PARTNER L Put ltd part | $574,000 | – | 31,318 | +100.0% | 0.00% | – |
| NEWR | New | NEW RELIC INC | $299,000 | – | 2,970 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $413,000 | – | 6,726 | +100.0% | 0.00% | – |
| PF | New | PINNACLE FOODS INC DEL | $329,000 | – | 5,058 | +100.0% | 0.00% | – |
| MGRC | New | MCGRATH RENTCORP | $339,000 | – | 5,365 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INC | $335,000 | – | 8,661 | +100.0% | 0.00% | – |
| MAC | New | MACERICH CO | $370,000 | – | 6,516 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $287,000 | – | 13,205 | +100.0% | 0.00% | – |
| KRG | New | KITE RLTY GROUP TR | $389,000 | – | 22,753 | +100.0% | 0.00% | – |
| SPSM | New | SPDR SER TRportfolio sm etf | $299,000 | – | 9,266 | +100.0% | 0.00% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $287,000 | – | 4,003 | +100.0% | 0.00% | – |
| PRN | New | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $417,000 | – | 6,930 | +100.0% | 0.00% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $388,000 | – | 12,913 | +100.0% | 0.00% | – |
| PDBC | New | INVESCO ACTIVELY MANAGD ETFoptimum yield | $272,000 | – | 14,724 | +100.0% | 0.00% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $326,000 | – | 31,586 | +100.0% | 0.00% | – |
| STAG | New | STAG INDL INC | $362,000 | – | 13,278 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $370,000 | – | 4,675 | +100.0% | 0.00% | – |
| HCRSQ | New | HI-CRUSH PARTNERS LP | $434,000 | – | 36,790 | +100.0% | 0.00% | – |
| SUN | New | SUNOCO LP | $271,000 | – | 10,858 | +100.0% | 0.00% | – |
| SWZ | New | SWISS HELVETIA FD INC | $404,000 | – | 32,680 | +100.0% | 0.00% | – |
| GOV | New | GOVERNMENT PPTYS INCOME TR | $334,000 | – | 21,051 | +100.0% | 0.00% | – |
| GER | New | GOLDMAN SACHS MLP ENERGY REN | $325,000 | – | 52,929 | +100.0% | 0.00% | – |
| SOCL | New | GLOBAL X FDSsocial med etf | $316,000 | – | 8,892 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $347,000 | – | 3,700 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $358,000 | – | 5,736 | +100.0% | 0.00% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $299,000 | – | 12,300 | +100.0% | 0.00% | – |
| FIF | New | FIRST TR ENERGY INFRASTRCTR | $339,000 | – | 20,600 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $372,000 | – | 5,197 | +100.0% | 0.00% | – |
| EDR | New | EDUCATION RLTY TR INC | $426,000 | – | 10,255 | +100.0% | 0.00% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $274,000 | – | 7,050 | +100.0% | 0.00% | – |
| DPS | New | DR PEPPER SNAPPLE GROUP INC | $278,000 | – | 2,278 | +100.0% | 0.00% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $357,000 | – | 2,343 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $293,000 | – | 3,084 | +100.0% | 0.00% | – |
| DKL | New | DELEK LOGISTICS PARTNERS LP | $270,000 | – | 9,777 | +100.0% | 0.00% | – |
| MIE | New | COHEN & STEERS MLP INC & ENR | $353,000 | – | 35,143 | +100.0% | 0.00% | – |
| RQI | New | COHEN & STEERS QUALITY RLTY | $390,000 | – | 32,456 | +100.0% | 0.00% | – |
| CNS | New | COHEN & STEERS INC | $315,000 | – | 7,533 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN INC | $280,000 | – | 2,037 | +100.0% | 0.00% | – |
| CBA | New | CLEARBRIDGE AMERN ENERG MLP | $293,000 | – | 38,860 | +100.0% | 0.00% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $312,000 | – | 9,779 | +100.0% | 0.00% | – |
| VC | New | VISTEON CORP | $326,000 | – | 2,517 | +100.0% | 0.00% | – |
| CQP | New | CHENIERE ENERGY PARTNERS LP | $383,000 | – | 10,653 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $306,000 | – | 6,906 | +100.0% | 0.00% | – |
| CHGG | New | CHEGG INC | $271,000 | – | 9,768 | +100.0% | 0.00% | – |
| WAT | New | WATERS CORP | $312,000 | – | 1,609 | +100.0% | 0.00% | – |
| FUN | New | CEDAR FAIR L Pdepositry unit | $320,000 | – | 5,074 | +100.0% | 0.00% | – |
| BRKL | New | BROOKLINE BANCORP INC DEL | $431,000 | – | 23,157 | +100.0% | 0.00% | – |
| BGR | New | BLACKROCK ENERGY & RES TR | $443,000 | – | 29,123 | +100.0% | 0.00% | – |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $281,000 | – | 3,850 | +100.0% | 0.00% | – |
| ZSAN | New | ZOSANO PHARMA CORP | $284,000 | – | 69,525 | +100.0% | 0.00% | – |
| ACC | New | AMERICAN CAMPUS CMNTYS INC | $429,000 | – | 10,005 | +100.0% | 0.00% | – |
| AERI | New | AERIE PHARMACEUTICALS INC | $276,000 | – | 4,087 | +100.0% | 0.00% | – |
| ORI | New | OLD REP INTL CORP | $389,000 | – | 19,562 | +100.0% | 0.00% | – |
| PBFX | New | PBF LOGISTICS LPunit ltd ptnr | $391,000 | – | 18,639 | +100.0% | 0.00% | – |
| PTEN | New | PATTERSON UTI ENERGY INC | $421,000 | – | 23,371 | +100.0% | 0.00% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW | $120,000 | – | 14,831 | +100.0% | 0.00% | – |
| KTWO | New | K2M GROUP HLDGS INC | $244,000 | – | 10,860 | +100.0% | 0.00% | – |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $225,000 | – | 6,450 | +100.0% | 0.00% | – |
| KIM | New | KIMCO RLTY CORP | $247,000 | – | 14,589 | +100.0% | 0.00% | – |
| DEPO | New | DEPOMED INC | $100,000 | – | 15,000 | +100.0% | 0.00% | – |
| DERM | New | DERMIRA INC | $221,000 | – | 24,025 | +100.0% | 0.00% | – |
| SLG | New | SL GREEN RLTY CORP | $238,000 | – | 2,372 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $251,000 | – | 2,416 | +100.0% | 0.00% | – |
| CTRP | New | CTRIP COM INTL LTD | $252,000 | – | 5,301 | +100.0% | 0.00% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSvng rus3000idx | $211,000 | – | 1,679 | +100.0% | 0.00% | – |
| VRNS | New | VARONIS SYS INC | $213,000 | – | 2,860 | +100.0% | 0.00% | – |
| CEQP | New | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $230,000 | – | 7,244 | +100.0% | 0.00% | – |
| CUZ | New | COUSINS PPTYS INC | $125,000 | – | 12,947 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $257,000 | – | 623 | +100.0% | 0.00% | – |
| CLNY | New | COLONY CAP INC NEW | $169,000 | – | 27,128 | +100.0% | 0.00% | – |
| LXP | New | LEXINGTON REALTY TRUST | $228,000 | – | 26,114 | +100.0% | 0.00% | – |
| ETHO | New | ETF MANAGERS TRetho climate lea | $262,000 | – | 7,378 | +100.0% | 0.00% | – |
| CAMP | New | CALAMP CORP | $217,000 | – | 9,282 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $219,000 | – | 1,458 | +100.0% | 0.00% | – |
| BWP | New | BOARDWALK PIPELINE PARTNERSut ltd partner | $212,000 | – | 18,257 | +100.0% | 0.00% | – |
| BLUE | New | BLUEBIRD BIO INC | $234,000 | – | 1,490 | +100.0% | 0.00% | – |
| BLKB | New | BLACKBAUD INC | $261,000 | – | 2,543 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINANCIAL INC | $250,000 | – | 2,805 | +100.0% | 0.00% | – |
| QTRX | New | QUANTERIX CORP | $235,000 | – | 16,350 | +100.0% | 0.00% | – |
| NYLD | New | NRG YIELD INCcl c | $197,000 | – | 11,514 | +100.0% | 0.00% | – |
| OMCL | New | OMNICELL INC | $226,000 | – | 4,302 | +100.0% | 0.00% | – |
| NRT | New | NORTH EUROPEAN OIL RTY TRsh ben int | $136,000 | – | 16,850 | +100.0% | 0.00% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $147,000 | – | 10,272 | +100.0% | 0.00% | – |
| ALV | New | AUTOLIV INC | $229,000 | – | 1,600 | +100.0% | 0.00% | – |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $235,000 | – | 3,001 | +100.0% | 0.00% | – |
| OXM | New | OXFORD INDS INC | $252,000 | – | 3,041 | +100.0% | 0.00% | – |
| NFG | New | NATIONAL FUEL GAS CO N J | $216,000 | – | 4,080 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC | $241,000 | – | 2,030 | +100.0% | 0.00% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $230,000 | – | 2,336 | +100.0% | 0.00% | – |
| PVH | New | PVH CORP | $267,000 | – | 1,779 | +100.0% | 0.00% | – |
| PTCT | New | PTC THERAPEUTICS INC | $238,000 | – | 7,060 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $240,000 | – | 9,576 | +100.0% | 0.00% | – |
| MDSO | New | MEDIDATA SOLUTIONS INC | $242,000 | – | 3,002 | +100.0% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP | $219,000 | – | 5,164 | +100.0% | 0.00% | – |
| JMF | New | NUVEEN ENERGY MLP TOTL RTRNF | $216,000 | – | 20,106 | +100.0% | 0.00% | – |
| ALEX | New | ALEXANDER & BALDWIN INC NEW | $216,000 | – | 9,172 | +100.0% | 0.00% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $108,000 | – | 10,378 | +100.0% | 0.00% | – |
| PK | New | PARK HOTELS RESORTS INC | $213,000 | – | 6,968 | +100.0% | 0.00% | – |
| AYI | New | ACUITY BRANDS INC | $219,000 | – | 1,890 | +100.0% | 0.00% | – |
| ACIW | New | ACI WORLDWIDE INC | $208,000 | – | 8,437 | +100.0% | 0.00% | – |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $187,000 | – | 21,421 | +100.0% | 0.00% | – |
| PDCO | New | PATTERSON COMPANIES INC | $202,000 | – | 8,922 | +100.0% | 0.00% | – |
| NVGS | New | NAVIGATOR HOLDINGS LTD | $136,000 | – | 10,759 | +100.0% | 0.00% | – |
| SWX | New | SOUTHWEST GAS HOLDINGS INC | $206,000 | – | 2,707 | +100.0% | 0.00% | – |
| IBKC | New | IBERIABANK CORP | $224,000 | – | 2,956 | +100.0% | 0.00% | – |
| HUYA | New | HUYA INC | $230,000 | – | 7,000 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PAC PPTYS INC | $212,000 | – | 5,966 | +100.0% | 0.00% | – |
| PJP | New | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $224,000 | – | 3,339 | +100.0% | 0.00% | – |
| CGW | New | INVESCO EXCHNG TRADED FD TRs&p gbl water | $249,000 | – | 7,442 | +100.0% | 0.00% | – |
| SF | New | STIFEL FINL CORP | $220,000 | – | 4,213 | +100.0% | 0.00% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $239,000 | – | 8,867 | +100.0% | 0.00% | – |
| EWW | New | ISHARES INCmsci mexico etf | $267,000 | – | 5,656 | +100.0% | 0.00% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $207,000 | – | 4,815 | +100.0% | 0.00% | – |
| SWCH | New | SWITCH INCcl a | $157,000 | – | 12,913 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $209,000 | – | 2,436 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $217,000 | – | 2,448 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $267,000 | – | 2,389 | +100.0% | 0.00% | – |
| TCPC | New | TCP CAP CORP | $145,000 | – | 10,028 | +100.0% | 0.00% | – |
| GHC | New | GRAHAM HLDGS CO | $205,000 | – | 350 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $229,000 | – | 3,250 | +100.0% | 0.00% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $209,000 | – | 1,586 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $226,000 | – | 5,667 | +100.0% | 0.00% | – |
| GENC | New | GENCOR INDS INC | $176,000 | – | 10,899 | +100.0% | 0.00% | – |
| GCP | New | GCP APPLIED TECHNOLOGIES INC | $206,000 | – | 7,108 | +100.0% | 0.00% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $241,000 | – | 6,915 | +100.0% | 0.00% | – |
| TPL | New | TEXAS PAC LD TRsub ctf prop i t | $249,000 | – | 358 | +100.0% | 0.00% | – |
| FNKO | New | FUNKO INC | $138,000 | – | 11,000 | +100.0% | 0.00% | – |
| TOCA | New | TOCAGEN INC | $170,000 | – | 18,115 | +100.0% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $202,000 | – | 1,050 | +100.0% | 0.00% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $211,000 | – | 6,972 | +100.0% | 0.00% | – |
| TLP | New | TRANSMONTAIGNE PARTNERS L P | $201,000 | – | 5,452 | +100.0% | 0.00% | – |
| TREX | New | TREX CO INC | $210,000 | – | 3,356 | +100.0% | 0.00% | – |
| TY | New | TRI CONTL CORP | $217,000 | – | 8,185 | +100.0% | 0.00% | – |
| TRN | New | TRINITY INDS INC | $208,000 | – | 6,096 | +100.0% | 0.00% | – |
| FGPRQ | New | FERRELLGAS PARTNERS L.P.unit ltd part | $118,000 | – | 35,000 | +100.0% | 0.00% | – |
| REM | New | ISHARES TRmortge rel etf | $235,000 | – | 5,395 | +100.0% | 0.00% | – |
| USDP | New | USD PARTNERS LP | $181,000 | – | 16,873 | +100.0% | 0.00% | – |
| JMP | New | JMP GROUP LLC | $142,000 | – | 26,476 | +100.0% | 0.00% | – |
| UFCS | New | UNITED FIRE GROUP INC | $221,000 | – | 4,062 | +100.0% | 0.00% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $261,000 | – | 3,852 | +100.0% | 0.00% | – |
| USFD | New | US FOODS HLDG CORP | $203,000 | – | 5,369 | +100.0% | 0.00% | – |
| VALE | New | VALE S Aadr | $187,000 | – | 14,583 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $82,000 | – | 14,523 | +100.0% | 0.00% | – |
| VIVE | New | VIVEVE MED INC | $82,000 | – | 30,000 | +100.0% | 0.00% | – |
| FSNNQ | New | FUSION CONNECT INC | $48,000 | – | 12,211 | +100.0% | 0.00% | – |
| SVM | New | SILVERCORP METALS INC | $28,000 | – | 10,500 | +100.0% | 0.00% | – |
| STNG | New | SCORPIO TANKERS INC | $41,000 | – | 14,200 | +100.0% | 0.00% | – |
| BKEP | New | BLUEKNIGHT ENERGY PARTNERS L | $39,000 | – | 11,600 | +100.0% | 0.00% | – |
| EMX | New | EMX RTY CORP | $30,000 | – | 30,000 | +100.0% | 0.00% | – |
| NTGRT | New | TORTOISE MLP FD INCright 07/18/2018 | $58,000 | – | 155,929 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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.