$35 Billion is the total value of J.P. Morgan Private Wealth Advisors LLC's 1710 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $1,453,246,094 | – | 8,488,091 | +100.0% | 4.15% | – |
| MSFT | New | MICROSOFT CORP | $1,441,745,766 | – | 4,566,099 | +100.0% | 4.12% | – |
| NVDA | New | NVIDIA CORPORATION | $728,542,731 | – | 1,674,849 | +100.0% | 2.08% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $634,464,683 | – | 4,848,423 | +100.0% | 1.81% | – |
| AMZN | New | AMAZON COM INC | $610,137,846 | – | 4,799,700 | +100.0% | 1.74% | – |
| AVGO | New | BROADCOM INC | $560,563,169 | – | 674,906 | +100.0% | 1.60% | – |
| LLY | New | ELI LILLY & CO | $435,735,763 | – | 811,230 | +100.0% | 1.24% | – |
| V | New | VISA INC | $358,349,149 | – | 1,557,972 | +100.0% | 1.02% | – |
| CVX | New | CHEVRON CORP NEW | $348,789,224 | – | 2,068,493 | +100.0% | 1.00% | – |
| ETN | New | EATON CORP PLC | $340,500,148 | – | 1,596,494 | +100.0% | 0.97% | – |
| PEP | New | PEPSICO INC | $329,178,989 | – | 1,942,747 | +100.0% | 0.94% | – |
| XOM | New | EXXON MOBIL CORP | $295,515,052 | – | 2,513,311 | +100.0% | 0.84% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $278,436,411 | – | 2,111,766 | +100.0% | 0.80% | – |
| JPM | New | JPMORGAN CHASE & CO | $253,075,660 | – | 1,745,109 | +100.0% | 0.72% | – |
| PG | New | PROCTER AND GAMBLE CO | $246,411,914 | – | 1,689,373 | +100.0% | 0.70% | – |
| ABNB | New | AIRBNB INC | $235,337,652 | – | 1,715,164 | +100.0% | 0.67% | – |
| MS | New | MORGAN STANLEY | $223,595,981 | – | 2,737,798 | +100.0% | 0.64% | – |
| HD | New | HOME DEPOT INC | $207,210,007 | – | 685,763 | +100.0% | 0.59% | – |
| FB | New | META PLATFORMS INCcl a | $199,852,525 | – | 665,709 | +100.0% | 0.57% | – |
| TXN | New | TEXAS INSTRS INC | $196,135,053 | – | 1,233,476 | +100.0% | 0.56% | – |
| MCD | New | MCDONALDS CORP | $192,164,700 | – | 729,444 | +100.0% | 0.55% | – |
| BX | New | BLACKSTONE INC | $190,919,593 | – | 1,781,964 | +100.0% | 0.54% | – |
| PLD | New | PROLOGIS INC. | $185,164,306 | – | 1,650,159 | +100.0% | 0.53% | – |
| CSCO | New | CISCO SYS INC | $179,207,230 | – | 3,333,468 | +100.0% | 0.51% | – |
| DHR | New | DANAHER CORPORATION | $178,850,052 | – | 720,879 | +100.0% | 0.51% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $178,666,572 | – | 611,265 | +100.0% | 0.51% | – |
| New | LINDE PLC | $168,636,385 | – | 452,898 | +100.0% | 0.48% | – | |
| BAC | New | BANK AMERICA CORP | $168,610,463 | – | 6,158,162 | +100.0% | 0.48% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $158,528,329 | – | 400,415 | +100.0% | 0.45% | – |
| UNP | New | UNION PAC CORP | $147,887,643 | – | 726,257 | +100.0% | 0.42% | – |
| SBUX | New | STARBUCKS CORP | $147,125,045 | – | 1,611,976 | +100.0% | 0.42% | – |
| LOW | New | LOWES COS INC | $144,530,460 | – | 695,393 | +100.0% | 0.41% | – |
| NOW | New | SERVICENOW INC | $135,075,199 | – | 241,655 | +100.0% | 0.39% | – |
| PXD | New | PIONEER NAT RES CO | $134,557,622 | – | 586,180 | +100.0% | 0.38% | – |
| ADBE | New | ADOBE INC | $130,991,160 | – | 256,896 | +100.0% | 0.37% | – |
| DIS | New | DISNEY WALT CO | $128,426,298 | – | 1,584,532 | +100.0% | 0.37% | – |
| AMGN | New | AMGEN INC | $128,424,583 | – | 477,841 | +100.0% | 0.37% | – |
| ACN | New | ACCENTURE PLC IRELAND | $122,595,119 | – | 399,190 | +100.0% | 0.35% | – |
| TJX | New | TJX COS INC NEW | $115,982,347 | – | 1,304,932 | +100.0% | 0.33% | – |
| CRM | New | SALESFORCE INC | $114,520,797 | – | 564,754 | +100.0% | 0.33% | – |
| DVN | New | DEVON ENERGY CORP NEW | $113,792,565 | – | 2,385,588 | +100.0% | 0.32% | – |
| MPC | New | MARATHON PETE CORP | $109,099,410 | – | 720,889 | +100.0% | 0.31% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $107,400,702 | – | 446,424 | +100.0% | 0.31% | – |
| CAT | New | CATERPILLAR INC | $101,871,826 | – | 373,157 | +100.0% | 0.29% | – |
| COP | New | CONOCOPHILLIPS | $99,675,551 | – | 832,016 | +100.0% | 0.28% | – |
| KMI | New | KINDER MORGAN INC DEL | $99,908,400 | – | 6,025,838 | +100.0% | 0.28% | – |
| NKE | New | NIKE INCcl b | $97,723,980 | – | 1,022,004 | +100.0% | 0.28% | – |
| PGR | New | PROGRESSIVE CORP | $88,527,564 | – | 635,517 | +100.0% | 0.25% | – |
| CME | New | CME GROUP INC | $86,424,384 | – | 431,647 | +100.0% | 0.25% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $85,765,443 | – | 1,244,781 | +100.0% | 0.24% | – |
| QCOM | New | QUALCOMM INC | $84,024,731 | – | 756,571 | +100.0% | 0.24% | – |
| ANET | New | ARISTA NETWORKS INC | $82,343,254 | – | 447,688 | +100.0% | 0.24% | – |
| PANW | New | PALO ALTO NETWORKS INC | $81,917,790 | – | 349,419 | +100.0% | 0.23% | – |
| NEE | New | NEXTERA ENERGY INC | $79,432,020 | – | 1,386,490 | +100.0% | 0.23% | – |
| NFLX | New | NETFLIX INC | $78,800,966 | – | 208,689 | +100.0% | 0.22% | – |
| TGT | New | TARGET CORP | $78,615,748 | – | 711,004 | +100.0% | 0.22% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $77,388,057 | – | 284,264 | +100.0% | 0.22% | – |
| TSLA | New | TESLA INC | $73,469,596 | – | 293,620 | +100.0% | 0.21% | – |
| EOG | New | EOG RES INC | $71,595,767 | – | 564,814 | +100.0% | 0.20% | – |
| LULU | New | LULULEMON ATHLETICA INC | $71,482,839 | – | 185,376 | +100.0% | 0.20% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $71,311,284 | – | 1,027,540 | +100.0% | 0.20% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $69,867,724 | – | 2,155,746 | +100.0% | 0.20% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $69,422,820 | – | 642,625 | +100.0% | 0.20% | – |
| USB | New | US BANCORP DEL | $65,684,208 | – | 1,986,818 | +100.0% | 0.19% | – |
| ORCL | New | ORACLE CORP | $65,766,167 | – | 620,904 | +100.0% | 0.19% | – |
| ENB | New | ENBRIDGE INC | $62,600,368 | – | 1,878,429 | +100.0% | 0.18% | – |
| MDT | New | MEDTRONIC PLC | $62,641,578 | – | 799,408 | +100.0% | 0.18% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $60,970,972 | – | 880,066 | +100.0% | 0.17% | – |
| MCK | New | MCKESSON CORP | $59,550,657 | – | 136,945 | +100.0% | 0.17% | – |
| SLB | New | SCHLUMBERGER LTD | $59,019,436 | – | 1,012,340 | +100.0% | 0.17% | – |
| KO | New | COCA COLA CO | $58,427,745 | – | 1,043,725 | +100.0% | 0.17% | – |
| WMT | New | WALMART INC | $56,914,775 | – | 355,873 | +100.0% | 0.16% | – |
| AMAT | New | APPLIED MATLS INC | $56,583,056 | – | 408,689 | +100.0% | 0.16% | – |
| INTU | New | INTUIT | $56,022,538 | – | 109,646 | +100.0% | 0.16% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $55,697,865 | – | 172,135 | +100.0% | 0.16% | – |
| WFC | New | WELLS FARGO CO NEW | $54,894,161 | – | 1,343,469 | +100.0% | 0.16% | – |
| HPQ | New | HP INC | $54,302,310 | – | 2,112,930 | +100.0% | 0.16% | – |
| ZTS | New | ZOETIS INCcl a | $53,604,153 | – | 308,105 | +100.0% | 0.15% | – |
| APTV | New | APTIV PLC | $52,528,956 | – | 532,802 | +100.0% | 0.15% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $51,426,417 | – | 500,160 | +100.0% | 0.15% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $49,752,045 | – | 354,612 | +100.0% | 0.14% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $49,423,901 | – | 1,114,657 | +100.0% | 0.14% | – |
| EQIX | New | EQUINIX INC | $48,940,433 | – | 67,387 | +100.0% | 0.14% | – |
| HES | New | HESS CORP | $48,831,482 | – | 319,160 | +100.0% | 0.14% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $48,735,117 | – | 882,883 | +100.0% | 0.14% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $47,720,235 | – | 903,792 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $46,762,901 | – | 300,012 | +100.0% | 0.13% | – |
| PSX | New | PHILLIPS 66 | $43,993,885 | – | 366,158 | +100.0% | 0.13% | – |
| SHW | New | SHERWIN WILLIAMS CO | $42,122,129 | – | 165,152 | +100.0% | 0.12% | – |
| URI | New | UNITED RENTALS INC | $40,633,579 | – | 91,400 | +100.0% | 0.12% | – |
| ED | New | CONSOLIDATED EDISON INC | $39,555,927 | – | 462,480 | +100.0% | 0.11% | – |
| INTC | New | INTEL CORP | $39,111,531 | – | 1,100,184 | +100.0% | 0.11% | – |
| DE | New | DEERE & CO | $38,875,819 | – | 103,015 | +100.0% | 0.11% | – |
| IRM | New | IRON MTN INC DEL | $38,430,031 | – | 646,426 | +100.0% | 0.11% | – |
| MET | New | METLIFE INC | $38,669,424 | – | 614,679 | +100.0% | 0.11% | – |
| YUM | New | YUM BRANDS INC | $36,663,094 | – | 293,446 | +100.0% | 0.10% | – |
| KLAC | New | KLA CORP | $36,846,677 | – | 80,335 | +100.0% | 0.10% | – |
| PYPL | New | PAYPAL HLDGS INC | $35,207,652 | – | 602,252 | +100.0% | 0.10% | – |
| DLR | New | DIGITAL RLTY TR INC | $34,561,279 | – | 285,583 | +100.0% | 0.10% | – |
| CVS | New | CVS HEALTH CORP | $34,379,233 | – | 492,398 | +100.0% | 0.10% | – |
| WM | New | WASTE MGMT INC DEL | $34,256,516 | – | 224,721 | +100.0% | 0.10% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $33,003,911 | – | 200,693 | +100.0% | 0.09% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $32,167,354 | – | 370,165 | +100.0% | 0.09% | – |
| ORCC | New | BLUE OWL CAPITAL CORPORATION | $32,220,821 | – | 2,326,413 | +100.0% | 0.09% | – |
| CTVA | New | CORTEVA INC | $32,350,817 | – | 632,346 | +100.0% | 0.09% | – |
| CEIX | New | CONSOL ENERGY INC NEW | $31,921,795 | – | 304,278 | +100.0% | 0.09% | – |
| C | New | CITIGROUP INC | $30,958,815 | – | 752,706 | +100.0% | 0.09% | – |
| SYK | New | STRYKER CORPORATION | $30,365,429 | – | 111,119 | +100.0% | 0.09% | – |
| OXY | New | OCCIDENTAL PETE CORP | $29,664,830 | – | 457,226 | +100.0% | 0.08% | – |
| ILMN | New | ILLUMINA INC | $29,558,306 | – | 215,314 | +100.0% | 0.08% | – |
| FIVE | New | FIVE BELOW INC | $29,180,502 | – | 181,358 | +100.0% | 0.08% | – |
| AXP | New | AMERICAN EXPRESS CO | $28,315,187 | – | 189,793 | +100.0% | 0.08% | – |
| AMR | New | ALPHA METALLURGICAL RESOUR I | $28,238,899 | – | 108,724 | +100.0% | 0.08% | – |
| APD | New | AIR PRODS & CHEMS INC | $27,700,188 | – | 97,742 | +100.0% | 0.08% | – |
| SPGI | New | S&P GLOBAL INC | $26,688,306 | – | 73,037 | +100.0% | 0.08% | – |
| LRCX | New | LAM RESEARCH CORP | $23,000,261 | – | 36,696 | +100.0% | 0.07% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $23,012,496 | – | 187,444 | +100.0% | 0.07% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $22,755,904 | – | 115,771 | +100.0% | 0.06% | – |
| NSC | New | NORFOLK SOUTHN CORP | $22,393,801 | – | 113,715 | +100.0% | 0.06% | – |
| ECL | New | ECOLAB INC | $22,376,228 | – | 132,091 | +100.0% | 0.06% | – |
| CMI | New | CUMMINS INC | $21,273,196 | – | 93,116 | +100.0% | 0.06% | – |
| CAMT | New | CAMTEK LTDord | $21,161,738 | – | 339,893 | +100.0% | 0.06% | – |
| CNI | New | CANADIAN NATL RY CO | $20,488,128 | – | 189,127 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INC | $20,516,042 | – | 117,174 | +100.0% | 0.06% | – |
| TDG | New | TRANSDIGM GROUP INC | $20,288,877 | – | 24,064 | +100.0% | 0.06% | – |
| SCHW | New | SCHWAB CHARLES CORP | $19,681,749 | – | 358,502 | +100.0% | 0.06% | – |
| ADSK | New | AUTODESK INC | $18,976,337 | – | 91,713 | +100.0% | 0.05% | – |
| TRV | New | TRAVELERS COMPANIES INC | $17,911,582 | – | 109,678 | +100.0% | 0.05% | – |
| DUK | New | DUKE ENERGY CORP NEW | $17,981,098 | – | 203,729 | +100.0% | 0.05% | – |
| EXC | New | EXELON CORP | $16,404,827 | – | 434,105 | +100.0% | 0.05% | – |
| New | CANADIAN PACIFIC KANSAS CITY | $15,968,058 | – | 213,804 | +100.0% | 0.05% | – | |
| ANTM | New | ELEVANCE HEALTH INC | $15,176,054 | – | 34,854 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $14,888,746 | – | 198,676 | +100.0% | 0.04% | – |
| SHOP | New | SHOPIFY INCcl a | $15,170,133 | – | 277,994 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $14,737,361 | – | 157,417 | +100.0% | 0.04% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $14,689,402 | – | 63,781 | +100.0% | 0.04% | – |
| New | SPROTT FDS TRjunior uranium | $14,274,078 | – | 603,300 | +100.0% | 0.04% | – | |
| ASML | New | ASML HOLDING N V | $13,337,351 | – | 22,657 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $12,347,790 | – | 47,762 | +100.0% | 0.04% | – |
| CLX | New | CLOROX CO DEL | $11,882,204 | – | 90,662 | +100.0% | 0.03% | – |
| CI | New | THE CIGNA GROUP | $11,719,537 | – | 40,967 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $11,213,166 | – | 150,331 | +100.0% | 0.03% | – |
| KMB | New | KIMBERLY-CLARK CORP | $11,065,232 | – | 91,562 | +100.0% | 0.03% | – |
| AVB | New | AVALONBAY CMNTYS INC | $11,093,559 | – | 64,595 | +100.0% | 0.03% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $11,027,093 | – | 127,128 | +100.0% | 0.03% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $10,941,576 | – | 46,699 | +100.0% | 0.03% | – |
| T | New | AT&T INC | $10,988,396 | – | 731,584 | +100.0% | 0.03% | – |
| BP | New | BP PLCsponsored adr | $10,857,821 | – | 280,419 | +100.0% | 0.03% | – |
| DEO | New | DIAGEO PLCspon adr new | $10,722,247 | – | 71,875 | +100.0% | 0.03% | – |
| ON | New | ON SEMICONDUCTOR CORP | $10,602,249 | – | 114,064 | +100.0% | 0.03% | – |
| UL | New | UNILEVER PLCspon adr new | $10,226,588 | – | 207,016 | +100.0% | 0.03% | – |
| CSX | New | CSX CORP | $9,303,285 | – | 302,546 | +100.0% | 0.03% | – |
| ABC | New | CENCORA INC | $9,017,106 | – | 50,103 | +100.0% | 0.03% | – |
| SAP | New | SAP SEspon adr | $9,191,687 | – | 71,077 | +100.0% | 0.03% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $9,106,650 | – | 250,114 | +100.0% | 0.03% | – |
| GPC | New | GENUINE PARTS CO | $9,086,445 | – | 62,934 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $8,659,060 | – | 4,727 | +100.0% | 0.02% | – |
| CAH | New | CARDINAL HEALTH INC | $8,638,699 | – | 99,501 | +100.0% | 0.02% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,668,094 | – | 127,961 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $8,410,994 | – | 118,281 | +100.0% | 0.02% | – |
| TTE | New | TOTALENERGIES SEsponsored ads | $8,210,281 | – | 124,852 | +100.0% | 0.02% | – |
| GM | New | GENERAL MTRS CO | $7,612,802 | – | 230,901 | +100.0% | 0.02% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $7,872,402 | – | 256,765 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $7,729,736 | – | 622,362 | +100.0% | 0.02% | – |
| PSA | New | PUBLIC STORAGE | $7,177,467 | – | 27,237 | +100.0% | 0.02% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $7,130,291 | – | 47,478 | +100.0% | 0.02% | – |
| EBAY | New | EBAY INC. | $7,161,900 | – | 162,438 | +100.0% | 0.02% | – |
| SU | New | SUNCOR ENERGY INC NEW | $6,682,292 | – | 194,366 | +100.0% | 0.02% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $6,622,391 | – | 21,690 | +100.0% | 0.02% | – |
| DECK | New | DECKERS OUTDOOR CORP | $6,247,222 | – | 12,152 | +100.0% | 0.02% | – |
| IBN | New | ICICI BANK LIMITEDadr | $6,460,693 | – | 279,442 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $6,067,938 | – | 94,826 | +100.0% | 0.02% | – |
| AXON | New | AXON ENTERPRISE INC | $6,099,839 | – | 30,654 | +100.0% | 0.02% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $5,946,475 | – | 67,207 | +100.0% | 0.02% | – |
| WELL | New | WELLTOWER INC | $5,430,067 | – | 66,285 | +100.0% | 0.02% | – |
| XYL | New | XYLEM INC | $5,434,835 | – | 59,704 | +100.0% | 0.02% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $5,455,041 | – | 72,521 | +100.0% | 0.02% | – |
| FISV | New | FISERV INC | $5,404,232 | – | 47,842 | +100.0% | 0.02% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $5,203,497 | – | 4,696 | +100.0% | 0.02% | – |
| KDP | New | KEURIG DR PEPPER INC | $5,140,049 | – | 162,814 | +100.0% | 0.02% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $5,410,437 | – | 82,038 | +100.0% | 0.02% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $4,789,759 | – | 33,136 | +100.0% | 0.01% | – |
| TMUS | New | T-MOBILE US INC | $4,954,269 | – | 35,375 | +100.0% | 0.01% | – |
| ALB | New | ALBEMARLE CORP | $5,029,299 | – | 29,577 | +100.0% | 0.01% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $4,753,586 | – | 38,388 | +100.0% | 0.01% | – |
| TEL | New | TE CONNECTIVITY LTD | $4,690,991 | – | 37,975 | +100.0% | 0.01% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $4,625,431 | – | 23,136 | +100.0% | 0.01% | – |
| DXCM | New | DEXCOM INC | $4,700,827 | – | 50,384 | +100.0% | 0.01% | – |
| WDC | New | WESTERN DIGITAL CORP. | $4,438,377 | – | 97,269 | +100.0% | 0.01% | – |
| OMC | New | OMNICOM GROUP INC | $4,266,396 | – | 57,282 | +100.0% | 0.01% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $3,961,728 | – | 74,455 | +100.0% | 0.01% | – |
| PIN | New | INVESCO INDIA EXCHANGE-TRADEindia etf | $3,921,536 | – | 167,016 | +100.0% | 0.01% | – |
| New | KENVUE INC | $3,704,826 | – | 184,503 | +100.0% | 0.01% | – | |
| New | THOMSON REUTERS CORP. | $3,880,858 | – | 31,573 | +100.0% | 0.01% | – | |
| EA | New | ELECTRONIC ARTS INC | $3,817,228 | – | 31,705 | +100.0% | 0.01% | – |
| VRSK | New | VERISK ANALYTICS INC | $3,978,160 | – | 16,839 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $3,879,496 | – | 223,345 | +100.0% | 0.01% | – |
| STT | New | STATE STR CORP | $3,913,929 | – | 58,452 | +100.0% | 0.01% | – |
| WSM | New | WILLIAMS SONOMA INC | $3,901,382 | – | 25,105 | +100.0% | 0.01% | – |
| NLOK | New | GEN DIGITAL INC | $3,891,078 | – | 220,084 | +100.0% | 0.01% | – |
| SPLK | New | SPLUNK INC | $3,977,708 | – | 27,198 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $3,665,674 | – | 85,948 | +100.0% | 0.01% | – |
| DDOG | New | DATADOG INC | $3,344,734 | – | 36,719 | +100.0% | 0.01% | – |
| BIO | New | BIO RAD LABS INCcl a | $3,489,152 | – | 9,734 | +100.0% | 0.01% | – |
| NXE | New | NEXGEN ENERGY LTD | $3,429,874 | – | 570,296 | +100.0% | 0.01% | – |
| MCO | New | MOODYS CORP | $3,475,360 | – | 10,992 | +100.0% | 0.01% | – |
| RSG | New | REPUBLIC SVCS INC | $2,992,958 | – | 21,002 | +100.0% | 0.01% | – |
| AVY | New | AVERY DENNISON CORP | $3,125,990 | – | 17,113 | +100.0% | 0.01% | – |
| NRG | New | NRG ENERGY INC | $3,274,439 | – | 85,006 | +100.0% | 0.01% | – |
| ES | New | EVERSOURCE ENERGY | $2,883,141 | – | 49,581 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $2,796,554 | – | 43,943 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $2,654,207 | – | 74,830 | +100.0% | 0.01% | – |
| SONY | New | SONY GROUP CORPsponsored adr | $2,677,902 | – | 32,495 | +100.0% | 0.01% | – |
| AFRM | New | AFFIRM HLDGS INC | $2,875,172 | – | 135,175 | +100.0% | 0.01% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $2,774,620 | – | 45,763 | +100.0% | 0.01% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $2,828,092 | – | 39,883 | +100.0% | 0.01% | – |
| MKC | New | MCCORMICK & CO INC | $2,298,712 | – | 30,390 | +100.0% | 0.01% | – |
| NTAP | New | NETAPP INC | $2,549,331 | – | 33,597 | +100.0% | 0.01% | – |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $2,542,602 | – | 19,507 | +100.0% | 0.01% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $2,361,783 | – | 137,313 | +100.0% | 0.01% | – |
| EPAM | New | EPAM SYS INC | $2,145,495 | – | 8,391 | +100.0% | 0.01% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $2,075,263 | – | 72,410 | +100.0% | 0.01% | – |
| CBRE | New | CBRE GROUP INCcl a | $2,040,013 | – | 27,620 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $2,261,685 | – | 23,835 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC | $2,034,512 | – | 126,603 | +100.0% | 0.01% | – |
| LPLA | New | LPL FINL HLDGS INC | $2,271,247 | – | 9,557 | +100.0% | 0.01% | – |
| PSTG | New | PURE STORAGE INCcl a | $2,004,409 | – | 56,272 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO | $2,071,648 | – | 76,529 | +100.0% | 0.01% | – |
| MU | New | MICRON TECHNOLOGY INC | $2,200,332 | – | 32,344 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $1,593,896 | – | 35,618 | +100.0% | 0.01% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $1,665,753 | – | 15,635 | +100.0% | 0.01% | – |
| HSY | New | HERSHEY CO | $1,720,296 | – | 8,598 | +100.0% | 0.01% | – |
| BLL | New | BALL CORP | $1,815,852 | – | 36,478 | +100.0% | 0.01% | – |
| EMN | New | EASTMAN CHEM CO | $1,850,956 | – | 24,126 | +100.0% | 0.01% | – |
| MTN | New | VAIL RESORTS INC | $1,579,342 | – | 7,118 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC | $1,688,019 | – | 14,945 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC | $1,852,785 | – | 7,209 | +100.0% | 0.01% | – |
| ASND | New | ASCENDIS PHARMA A/Ssponsored adr | $1,809,593 | – | 19,325 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $1,519,580 | – | 11,485 | +100.0% | 0.00% | – |
| GMAB | New | GENMAB A/Ssponsored ads | $1,350,982 | – | 38,304 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $1,291,004 | – | 36,552 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $1,436,154 | – | 2,952 | +100.0% | 0.00% | – |
| OC | New | OWENS CORNING NEW | $1,225,586 | – | 8,985 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $1,392,205 | – | 15,922 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $1,438,977 | – | 38,129 | +100.0% | 0.00% | – |
| FCN | New | FTI CONSULTING INC | $1,450,652 | – | 8,131 | +100.0% | 0.00% | – |
| PHG | New | KONINKLIJKE PHILIPS N V | $1,273,109 | – | 63,847 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $1,343,721 | – | 23,611 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $1,420,214 | – | 9,184 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $1,559,523 | – | 46,277 | +100.0% | 0.00% | – |
| MEDP | New | MEDPACE HLDGS INC | $1,564,815 | – | 6,463 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $1,574,759 | – | 15,246 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC | $1,303,988 | – | 10,853 | +100.0% | 0.00% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $1,336,352 | – | 17,719 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $1,503,922 | – | 13,449 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $1,400,894 | – | 18,809 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC | $1,152,595 | – | 9,218 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $880,211 | – | 20,394 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $1,008,644 | – | 92,877 | +100.0% | 0.00% | – | |
| WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $881,334 | – | 21,191 | +100.0% | 0.00% | – |
| APP | New | APPLOVIN CORP | $1,036,043 | – | 25,927 | +100.0% | 0.00% | – |
| HOLX | New | HOLOGIC INC | $955,985 | – | 13,775 | +100.0% | 0.00% | – |
| ING | New | ING GROEP N.V.sponsored adr | $1,175,943 | – | 89,222 | +100.0% | 0.00% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $1,000,223 | – | 14,672 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $1,039,201 | – | 14,959 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC | $880,105 | – | 31,670 | +100.0% | 0.00% | – |
| NTRA | New | NATERA INC | $921,816 | – | 20,832 | +100.0% | 0.00% | – |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $981,797 | – | 15,714 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $975,344 | – | 21,422 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INCcl a | $998,963 | – | 28,640 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $1,115,990 | – | 17,985 | +100.0% | 0.00% | – |
| ESLT | New | ELBIT SYS LTDord | $1,082,777 | – | 5,486 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $983,319 | – | 13,930 | +100.0% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $766,855 | – | 5,282 | +100.0% | 0.00% | – |
| RE | New | EVEREST GROUP LTD | $685,736 | – | 1,845 | +100.0% | 0.00% | – |
| BG | New | BUNGE LIMITED | $873,902 | – | 8,073 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $597,270 | – | 16,164 | +100.0% | 0.00% | – |
| GLBE | New | GLOBAL E ONLINE LTD | $543,842 | – | 13,685 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $641,790 | – | 4,777 | +100.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC | $808,667 | – | 1,169 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDS INC | $559,111 | – | 3,306 | +100.0% | 0.00% | – |
| GRID | New | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $683,989 | – | 7,285 | +100.0% | 0.00% | – |
| New | ARM HOLDINGS PLCsponsored adr | $626,130 | – | 11,699 | +100.0% | 0.00% | – | |
| EXAS | New | EXACT SCIENCES CORP | $757,037 | – | 11,097 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $809,002 | – | 85,338 | +100.0% | 0.00% | – |
| VST | New | VISTRA CORP | $712,669 | – | 21,479 | +100.0% | 0.00% | – |
| VIPS | New | VIPSHOP HLDGS LTDsponsored ads a | $703,640 | – | 43,950 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $780,074 | – | 18,516 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $738,726 | – | 41,807 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $559,957 | – | 5,640 | +100.0% | 0.00% | – |
| UBS | New | UBS GROUP AG | $744,283 | – | 30,194 | +100.0% | 0.00% | – |
| New | SWEETGREEN INC | $734,704 | – | 62,528 | +100.0% | 0.00% | – | |
| CMC | New | COMMERCIAL METALS CO | $670,527 | – | 13,571 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $580,533 | – | 55,079 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO NEW | $637,266 | – | 17,901 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $870,825 | – | 17,922 | +100.0% | 0.00% | – |
| APG | New | API GROUP CORP | $524,123 | – | 20,213 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $208,581 | – | 3,976 | +100.0% | 0.00% | – |
| AN | New | AUTONATION INC | $306,585 | – | 2,025 | +100.0% | 0.00% | – |
| AVT | New | AVNET INC | $218,349 | – | 4,531 | +100.0% | 0.00% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $399,208 | – | 140,319 | +100.0% | 0.00% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $488,953 | – | 10,725 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $448,570 | – | 30,065 | +100.0% | 0.00% | – |
| New | CCC INTELLIGENT SOLUTIONS HL | $272,327 | – | 20,399 | +100.0% | 0.00% | – | |
| ETSY | New | ETSY INC | $300,039 | – | 4,646 | +100.0% | 0.00% | – |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $288,619 | – | 11,105 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $319,878 | – | 4,836 | +100.0% | 0.00% | – |
| IMVT | New | IMMUNOVANT INC | $230,033 | – | 5,992 | +100.0% | 0.00% | – |
| INFY | New | INFOSYS LTDsponsored adr | $302,437 | – | 17,676 | +100.0% | 0.00% | – |
| PODD | New | INSULET CORP | $389,156 | – | 2,440 | +100.0% | 0.00% | – |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $376,826 | – | 8,955 | +100.0% | 0.00% | – |
| New | INVESCO EXCHANGE TRADED FD Toil & gas servic | $300,649 | – | 9,755 | +100.0% | 0.00% | – | |
| EUSA | New | ISHARES INCmsci equal weite | $327,239 | – | 4,351 | +100.0% | 0.00% | – |
| EXI | New | ISHARES TRglob indstrl etf | $367,735 | – | 3,254 | +100.0% | 0.00% | – |
| EWI | New | ISHARES INCmsci italy etf | $442,216 | – | 14,537 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCspon adr cl a | $214,384 | – | 7,360 | +100.0% | 0.00% | – |
| LESL | New | LESLIES INC | $281,211 | – | 49,684 | +100.0% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $524,504 | – | 8,419 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $430,496 | – | 7,614 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $459,909 | – | 18,064 | +100.0% | 0.00% | – | |
| LNC | New | LINCOLN NATL CORP IND | $242,826 | – | 9,835 | +100.0% | 0.00% | – |
| MDGL | New | MADRIGAL PHARMACEUTICALS INC | $314,132 | – | 2,151 | +100.0% | 0.00% | – |
| New | MOONLAKE IMMUNOTHERAPEUTICSclass a ord | $245,670 | – | 4,310 | +100.0% | 0.00% | – | |
| MUR | New | MURPHY OIL CORP | $244,551 | – | 5,393 | +100.0% | 0.00% | – |
| NNN | New | NNN REIT INC | $373,473 | – | 10,568 | +100.0% | 0.00% | – |
| New | NATWEST GROUP PLCspons adr | $332,671 | – | 57,062 | +100.0% | 0.00% | – | |
| NTES | New | NETEASE INCsponsored ads | $321,986 | – | 3,215 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $295,526 | – | 79,018 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $384,628 | – | 76,164 | +100.0% | 0.00% | – |
| PKI | New | REVVITY INC | $237,745 | – | 2,148 | +100.0% | 0.00% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $238,212 | – | 2,429 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $412,949 | – | 2,597 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC | $481,393 | – | 3,256 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $309,813 | – | 12,760 | +100.0% | 0.00% | – | |
| SJW | New | SJW GROUP | $292,495 | – | 4,866 | +100.0% | 0.00% | – |
| SAIA | New | SAIA INC | $211,683 | – | 531 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC | $484,126 | – | 2,282 | +100.0% | 0.00% | – |
| SWAV | New | SHOCKWAVE MED INC | $486,401 | – | 2,443 | +100.0% | 0.00% | – |
| New | TKO GROUP HOLDINGS INCcl a | $500,829 | – | 5,958 | +100.0% | 0.00% | – | |
| TEF | New | TELEFONICA S Asponsored adr | $245,287 | – | 60,267 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $368,389 | – | 16,564 | +100.0% | 0.00% | – |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $479,064 | – | 20,570 | +100.0% | 0.00% | – |
| XMTR | New | XOMETRY INC | $180,158 | – | 10,610 | +100.0% | 0.00% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $291,280 | – | 17,761 | +100.0% | 0.00% | – |
| New | LILIUM N V | $181,893 | – | 255,002 | +100.0% | 0.00% | – | |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $85,129 | – | 12,058 | +100.0% | 0.00% | – |
| GAB | New | GABELLI EQUITY TR INC | $51,920 | – | 10,121 | +100.0% | 0.00% | – |
| New | DEFINITIVE HEALTHCARE CORP | $131,332 | – | 16,437 | +100.0% | 0.00% | – | |
| CBAY | New | CYMABAY THERAPEUTICS INC | $158,449 | – | 10,627 | +100.0% | 0.00% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $92,372 | – | 14,211 | +100.0% | 0.00% | – |
| ARI | New | APOLLO COML REAL EST FIN INC | $104,754 | – | 10,341 | +100.0% | 0.00% | – |
| ATEC | New | ALPHATEC HLDGS INC | $168,649 | – | 13,003 | +100.0% | 0.00% | – |
| ALXO | New | ALX ONCOLOGY HLDGS INC | $96,000 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
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.