StockDriftsStockDriftsTop 50 J.p. Morgan Private Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.15% | 8.49M | $1.45B | -23.81%(-2.65M) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.12% | 4.57M | $1.44B | -21.28%(-1.23M) | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.73% | 2.23M | $954.5M | -8.22%(-199.92K) | — | 2023-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.21% | 1.97M | $774.7M | -6.50%(-137.21K) | — | 2023-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 1.67M | $728.5M | -20.09%(-421.06K) | — | 2023-09-30 | |
| GOOGL | ALPHABET INC | 1.81% | 4.85M | $634.5M | -14.90%(-849.00K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 1.74% | 4.80M | $610.1M | -16.37%(-939.28K) | — | 2023-09-30 | |
| AVGO | BROADCOM INC | 1.6% | 674.9K | $560.6M | -19.26%(-161.04K) | — | 2023-09-30 | |
| IVV | ISHARES TR | 1.58% | 1.29M | $554.3M | -10.52%(-151.75K) | — | 2023-09-30 | |
| LLY | ELI LILLY & CO | 1.24% | 811.2K | $435.7M | +12.83%(+92.25K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
J.p. Morgan Private Wealth Advisors Llc reports $35.01B in US-listed equity holdings across 1,710 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), MSFT (4.1%) and SPY (2.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from J.p. Morgan Private Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1418204). View J.p. Morgan Private Wealth Advisors Llc’s 13F filings on SEC