$20.5 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1574 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEFA | New | ISHARES TRhdg msci eafe | $42,724,000 | – | 1,426,984 | +100.0% | 0.21% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $25,921,000 | – | 632,131 | +100.0% | 0.13% | – |
| ZS | New | ZSCALER INC | $18,046,000 | – | 442,532 | +100.0% | 0.09% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $17,921,000 | – | 318,769 | +100.0% | 0.09% | – |
| IDV | New | ISHARES TRintl sel div etf | $16,847,000 | – | 516,292 | +100.0% | 0.08% | – |
| KKR | New | KKR & CO INCcl a | $11,241,000 | – | 412,196 | +100.0% | 0.06% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $10,476,000 | – | 165,711 | +100.0% | 0.05% | – |
| BHC | New | BAUSCH HEALTH COS INC | $10,302,000 | – | 401,341 | +100.0% | 0.05% | – |
| TGE | New | TALLGRASS ENERGY LP | $10,034,000 | – | 425,524 | +100.0% | 0.05% | – |
| CNC | New | CENTENE CORP DEL | $8,152,000 | – | 56,307 | +100.0% | 0.04% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $7,105,000 | – | 162,688 | +100.0% | 0.04% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $5,650,000 | – | 77,595 | +100.0% | 0.03% | – |
| JPMWS | New | JPMORGAN CHASE & CO*w exp 10/28/201 | $5,086,000 | – | 70,000 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $4,381,000 | – | 141,825 | +100.0% | 0.02% | – |
| DVYE | New | ISHARES INCem mkts div etf | $4,107,000 | – | 105,548 | +100.0% | 0.02% | – |
| PFPT | New | PROOFPOINT INC | $3,776,000 | – | 35,514 | +100.0% | 0.02% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $3,700,000 | – | 96,736 | +100.0% | 0.02% | – |
| CRBN | New | ISHARES TRmsci lw crb tg | $3,599,000 | – | 29,994 | +100.0% | 0.02% | – |
| IEV | New | ISHARES TReurope etf | $3,482,000 | – | 77,252 | +100.0% | 0.02% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $3,290,000 | – | 66,297 | +100.0% | 0.02% | – |
| TUR | New | ISHARES INCmsci turkey etf | $3,125,000 | – | 131,243 | +100.0% | 0.02% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $2,826,000 | – | 74,548 | +100.0% | 0.01% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $2,616,000 | – | 39,158 | +100.0% | 0.01% | – |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $2,526,000 | – | 52,383 | +100.0% | 0.01% | – |
| ZUO | New | ZUORA INC | $2,007,000 | – | 86,851 | +100.0% | 0.01% | – |
| NTG | New | TORTOISE MLP FD INC | $1,986,000 | – | 123,480 | +100.0% | 0.01% | – |
| EDV | New | VANGUARD WORLD FDextended dur | $1,560,000 | – | 14,374 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $1,609,000 | – | 30,700 | +100.0% | 0.01% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,470,000 | – | 23,901 | +100.0% | 0.01% | – |
| HEZU | New | ISHARES TRcur hd eurzn etf | $1,455,000 | – | 49,043 | +100.0% | 0.01% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $1,406,000 | – | 58,323 | +100.0% | 0.01% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $1,439,000 | – | 41,230 | +100.0% | 0.01% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $1,414,000 | – | 35,637 | +100.0% | 0.01% | – |
| PID | New | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,506,000 | – | 95,693 | +100.0% | 0.01% | – |
| IGE | New | ISHARES TRnorth amern nat | $1,153,000 | – | 32,172 | +100.0% | 0.01% | – |
| TSRO | New | TESARO INCput | $1,319,000 | – | 17,000 | +100.0% | 0.01% | – |
| NYT | New | NEW YORK TIMES COcl a | $977,000 | – | 42,192 | +100.0% | 0.01% | – |
| URTH | New | ISHARES INCmsci world etf | $1,060,000 | – | 11,550 | +100.0% | 0.01% | – |
| ECON | New | COLUMBIA ETF TR IIemrg markets etf | $1,124,000 | – | 50,482 | +100.0% | 0.01% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,059,000 | – | 18,846 | +100.0% | 0.01% | – |
| L100PS | New | ARCONIC INC | $858,000 | – | 38,983 | +100.0% | 0.00% | – |
| OZK | New | BANK OZK | $797,000 | – | 20,996 | +100.0% | 0.00% | – |
| ESBA | New | EMPIRE ST RLTY OP L Punit ltd prtnsp | $849,000 | – | 50,898 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $794,000 | – | 14,519 | +100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci cda etf | $829,000 | – | 28,790 | +100.0% | 0.00% | – |
| INDY | New | ISHARES TRindia 50 etf | $757,000 | – | 22,132 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC | $818,000 | – | 21,869 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $903,000 | – | 12,360 | +100.0% | 0.00% | – |
| VRAY | New | VIEWRAY INC | $562,000 | – | 60,000 | +100.0% | 0.00% | – |
| NFX | New | NEWFIELD EXPL CO | $628,000 | – | 21,775 | +100.0% | 0.00% | – |
| SEM | New | SELECT MED HLDGS CORP | $532,000 | – | 28,896 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $533,000 | – | 7,506 | +100.0% | 0.00% | – |
| ARES | New | ARES MGMT LP | $648,000 | – | 27,937 | +100.0% | 0.00% | – |
| EWA | New | ISHARES INCmsci aust etf | $684,000 | – | 30,928 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $532,000 | – | 10,122 | +100.0% | 0.00% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $574,000 | – | 12,642 | +100.0% | 0.00% | – |
| FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $650,000 | – | 16,990 | +100.0% | 0.00% | – |
| BPR | New | BROOKFIELD PROPERTY REIT INCcl a | $602,000 | – | 28,783 | +100.0% | 0.00% | – |
| XON | New | INTREXON CORP | $606,000 | – | 35,235 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $619,000 | – | 14,151 | +100.0% | 0.00% | – |
| STRA | New | STRATEGIC ED INC | $717,000 | – | 5,234 | +100.0% | 0.00% | – |
| IDX | New | VANECK VECTORS ETF TRindonesia index | $649,000 | – | 31,192 | +100.0% | 0.00% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $607,000 | – | 20,420 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC | $479,000 | – | 15,989 | +100.0% | 0.00% | – |
| HIGWS | New | HARTFORD FINL SVCS GROUP INC*w exp 06/26/201 | $405,000 | – | 9,000 | +100.0% | 0.00% | – |
| GMWSB | New | GENERAL MTRS CO*w exp 07/10/201 | $425,000 | – | 25,752 | +100.0% | 0.00% | – |
| GDV | New | GABELLI DIVD & INCOME TR | $407,000 | – | 17,035 | +100.0% | 0.00% | – |
| NUSC | New | NUSHARES ETF TResg small cap | $311,000 | – | 9,855 | +100.0% | 0.00% | – |
| EWU | New | ISHARES TRmsci uk etf new | $373,000 | – | 10,941 | +100.0% | 0.00% | – |
| IDEV | New | ISHARES TRcore msci intl | $431,000 | – | 7,600 | +100.0% | 0.00% | – |
| FSCT | New | FORESCOUT TECHNOLOGIES INC | $481,000 | – | 12,738 | +100.0% | 0.00% | – |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $312,000 | – | 1,972 | +100.0% | 0.00% | – |
| MYOK | New | MYOKARDIA INC | $352,000 | – | 5,398 | +100.0% | 0.00% | – |
| AIA | New | ISHARES TRasia 50 etf | $314,000 | – | 5,026 | +100.0% | 0.00% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $395,000 | – | 9,220 | +100.0% | 0.00% | – |
| PPBI | New | PACIFIC PREMIER BANCORP | $412,000 | – | 11,080 | +100.0% | 0.00% | – |
| BPY | New | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $316,000 | – | 15,120 | +100.0% | 0.00% | – |
| TCBI | New | TEXAS CAPITAL BANCSHARES INC | $450,000 | – | 5,439 | +100.0% | 0.00% | – |
| ILF | New | ISHARES TRlatn amer 40 etf | $439,000 | – | 13,971 | +100.0% | 0.00% | – |
| TXMD | New | THERAPEUTICSMD INC | $367,000 | – | 56,000 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $496,000 | – | 3,450 | +100.0% | 0.00% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $347,000 | – | 5,081 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $436,000 | – | 12,574 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $395,000 | – | 11,700 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $511,000 | – | 19,041 | +100.0% | 0.00% | – |
| AMU | New | UBS AG LONDON BRHetrac aler mlp | $323,000 | – | 18,696 | +100.0% | 0.00% | – |
| UGI | New | UGI CORP NEW | $339,000 | – | 6,106 | +100.0% | 0.00% | – |
| MTG | New | MGIC INVT CORP WIS | $361,000 | – | 27,140 | +100.0% | 0.00% | – |
| USEQ | New | INVESCO EXCHNG TRADED FD TRrusl 1000 enhd | $316,000 | – | 11,026 | +100.0% | 0.00% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $402,000 | – | 15,865 | +100.0% | 0.00% | – |
| USLB | New | INVESCO EXCHNG TRADED FD TRrusel 1000 low | $399,000 | – | 12,081 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $309,000 | – | 27,750 | +100.0% | 0.00% | – |
| COUP | New | COUPA SOFTWARE INC | $345,000 | – | 4,364 | +100.0% | 0.00% | – |
| CTRL | New | CONTROL4 CORP | $331,000 | – | 9,661 | +100.0% | 0.00% | – |
| VBLT | New | VASCULAR BIOGENICS LTD | $438,000 | – | 270,000 | +100.0% | 0.00% | – |
| PIN | New | INVESCO INDIA EXCHG TRED FDindia etf | $450,000 | – | 18,775 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $408,000 | – | 10,682 | +100.0% | 0.00% | – |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $341,000 | – | 10,968 | +100.0% | 0.00% | – |
| KMPR | New | KEMPER CORP DEL | $409,000 | – | 5,084 | +100.0% | 0.00% | – |
| SJNK | New | SPDR SER TRbloomberg srt tr | $497,000 | – | 18,000 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $309,000 | – | 5,775 | +100.0% | 0.00% | – |
| IAC | New | IAC INTERACTIVECORP | $335,000 | – | 1,545 | +100.0% | 0.00% | – |
| BACWSA | New | BANK AMER CORP*w exp 01/16/201 | $356,000 | – | 20,000 | +100.0% | 0.00% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $281,000 | – | 3,761 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACATIONS WRLDWDE C | $203,000 | – | 1,816 | +100.0% | 0.00% | – |
| MANH | New | MANHATTAN ASSOCS INC | $218,000 | – | 3,998 | +100.0% | 0.00% | – |
| PCRX | New | PACIRA PHARMACEUTICALS INC | $258,000 | – | 5,244 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTL INC | $229,000 | – | 1,050 | +100.0% | 0.00% | – |
| KMF | New | KAYNE ANDERSON MDSTM ENERGY | $143,000 | – | 11,200 | +100.0% | 0.00% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $273,000 | – | 10,000 | +100.0% | 0.00% | – |
| PSQ | New | PROSHARES TRshort qqq new | $293,000 | – | 10,000 | +100.0% | 0.00% | – |
| EUMV | New | ISHARES TRmin vol europe | $216,000 | – | 8,564 | +100.0% | 0.00% | – |
| IRBT | New | IROBOT CORP | $208,000 | – | 1,896 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INCsponsored ads | $256,000 | – | 9,455 | +100.0% | 0.00% | – |
| IDLB | New | INVESCO EXCHNG TRADED FD TRftse intl low | $262,000 | – | 8,942 | +100.0% | 0.00% | – |
| KBWB | New | INVESCO EXCHNG TRADED FD TRkbw bk | $200,000 | – | 3,697 | +100.0% | 0.00% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $227,000 | – | 3,804 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $233,000 | – | 3,366 | +100.0% | 0.00% | – |
| SASR | New | SANDY SPRING BANCORP INC | $215,000 | – | 5,465 | +100.0% | 0.00% | – |
| SCHN | New | SCHNITZER STL INDScl a | $271,000 | – | 10,000 | +100.0% | 0.00% | – |
| HFC | New | HOLLYFRONTIER CORP | $250,000 | – | 3,566 | +100.0% | 0.00% | – |
| HTGC | New | HERCULES CAPITAL INC | $157,000 | – | 11,919 | +100.0% | 0.00% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $190,000 | – | 13,592 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $213,000 | – | 4,350 | +100.0% | 0.00% | – |
| SIGI | New | SELECTIVE INS GROUP INC | $306,000 | – | 4,822 | +100.0% | 0.00% | – |
| GKOS | New | GLAUKOS CORP | $217,000 | – | 3,341 | +100.0% | 0.00% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $301,000 | – | 5,605 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $285,000 | – | 3,831 | +100.0% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INC | $205,000 | – | 7,463 | +100.0% | 0.00% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $204,000 | – | 4,300 | +100.0% | 0.00% | – |
| SGU | New | STAR GROUP L Punit ltd partnr | $195,000 | – | 20,000 | +100.0% | 0.00% | – |
| AIRR | New | FIRST TR EXCHANGE TRADED FDrba indl etf | $205,000 | – | 7,330 | +100.0% | 0.00% | – |
| FDD | New | FIRST TR STOXX EURO DIV FD | $168,000 | – | 12,826 | +100.0% | 0.00% | – |
| INN | New | SUMMIT HOTEL PPTYS INC | $162,000 | – | 11,954 | +100.0% | 0.00% | – |
| TPIC | New | TPI COMPOSITES INC | $210,000 | – | 7,363 | +100.0% | 0.00% | – |
| EXAS | New | EXACT SCIENCES CORP | $204,000 | – | 2,582 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $229,000 | – | 8,113 | +100.0% | 0.00% | – |
| ENV | New | ENVESTNET INC | $209,000 | – | 3,431 | +100.0% | 0.00% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $214,000 | – | 8,718 | +100.0% | 0.00% | – |
| EQGP | New | EQT GP HLDGS LP | $215,000 | – | 10,308 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $201,000 | – | 822 | +100.0% | 0.00% | – |
| DRH | New | DIAMONDROCK HOSPITALITY CO | $159,000 | – | 13,660 | +100.0% | 0.00% | – |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $236,000 | – | 1,847 | +100.0% | 0.00% | – |
| URBN | New | URBAN OUTFITTERS INC | $225,000 | – | 5,514 | +100.0% | 0.00% | – |
| CW | New | CURTISS WRIGHT CORP | $205,000 | – | 1,489 | +100.0% | 0.00% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $259,000 | – | 1,634 | +100.0% | 0.00% | – |
| CBPX | New | CONTINENTAL BLDG PRODS INC | $278,000 | – | 7,416 | +100.0% | 0.00% | – |
| CHCT | New | COMMUNITY HEALTHCARE TR INC | $211,000 | – | 6,823 | +100.0% | 0.00% | – |
| CMC | New | COMMERCIAL METALS CO | $251,000 | – | 12,220 | +100.0% | 0.00% | – |
| CWEN | New | CLEARWAY ENERGY INCcl c | $222,000 | – | 11,514 | +100.0% | 0.00% | – |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $205,000 | – | 1,537 | +100.0% | 0.00% | – |
| CATC | New | CAMBRIDGE BANCORP | $204,000 | – | 2,262 | +100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC | $235,000 | – | 10,885 | +100.0% | 0.00% | – |
| BFA | New | BROWN FORMAN CORPcl a | $206,000 | – | 4,050 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $215,000 | – | 1,456 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INCcl a | $208,000 | – | 665 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES A GE COcl a | $208,000 | – | 6,154 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $216,000 | – | 279 | +100.0% | 0.00% | – |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $277,000 | – | 14,433 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $262,000 | – | 6,095 | +100.0% | 0.00% | – |
| AFIN | New | AMERICAN FIN TR INC | $289,000 | – | 18,906 | +100.0% | 0.00% | – |
| MIME | New | MIMECAST LTD | $203,000 | – | 4,869 | +100.0% | 0.00% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $251,000 | – | 10,099 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $163,000 | – | 10,000 | +100.0% | 0.00% | – |
| AVAV | New | AEROVIRONMENT INC | $288,000 | – | 2,565 | +100.0% | 0.00% | – |
| IAF | New | ABERDEEN AUSTRALIA EQTY FD I | $206,000 | – | 34,500 | +100.0% | 0.00% | – |
| GLOP | New | GASLOG PARTNERS LPunit ltd ptnrp | $206,000 | – | 8,230 | +100.0% | 0.00% | – |
| MOH | New | MOLINA HEALTHCARE INC | $250,000 | – | 1,684 | +100.0% | 0.00% | – |
| MLI | New | MUELLER INDS INC | $209,000 | – | 7,206 | +100.0% | 0.00% | – |
| MFG | New | MIZUHO FINL GROUP INCsponsored adr | $280,000 | – | 80,102 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $284,000 | – | 835 | +100.0% | 0.00% | – |
| NRO | New | NEUBERGER BERMAN RE ES SEC F | $163,000 | – | 32,900 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL COput | $9,000 | – | 3,600 | +100.0% | 0.00% | – |
| FHN | New | FIRST HORIZON NATL CORP | $18,000 | – | 410,643 | +100.0% | 0.00% | – |
| GENN | New | GENESIS HEALTHCARE INC | $56,000 | – | 41,710 | +100.0% | 0.00% | – |
| GWW | New | GRAINGER W W INCput | $9,000 | – | 500 | +100.0% | 0.00% | – |
| HCHC | New | HC2 HLDGS INC | $74,000 | – | 12,100 | +100.0% | 0.00% | – |
| HIVE | New | AEROHIVE NETWORKS INC | $44,000 | – | 10,660 | +100.0% | 0.00% | – |
| QQQ | New | INVESCO QQQ TRput | $15,000 | – | 4,200 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $24,000 | – | 17,400 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRcall | $3,000 | – | 10,000 | +100.0% | 0.00% | – |
| LIQT | New | LIQTECH INTL INC | $33,000 | – | 20,000 | +100.0% | 0.00% | – |
| RMRM | New | RMR REAL ESTATE INCOME FUND | $0 | – | 158,700 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INCput | $2,000 | – | 18,000 | +100.0% | 0.00% | – |
| WMIH | New | WMIH CORP | $89,000 | – | 64,343 | +100.0% | 0.00% | – |
| AVP | New | AVON PRODS INC | $54,000 | – | 24,378 | +100.0% | 0.00% | – |
| ASRT | New | ASSERTIO THERAPEUTICS INC | $88,000 | – | 15,000 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INCcall | $6,000 | – | 110,000 | +100.0% | 0.00% | – |
| CYHHZ | New | COMMUNITY HEALTH SYS INC NEWright 12/31/2019 | $0 | – | 10,000 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INCput | $34,000 | – | 1,000 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INCcall | $0 | – | 1,000 | +100.0% | 0.00% | – |
| TSRO | New | TESARO INCcall | $1,000 | – | 17,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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.