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J.p. Morgan Private Wealth Advisors Llc

Portfolio Manager
J.p. Morgan Private Wealth Advisors Llc
Performance
0% (N/A)
AUM (13F)
$35.01B
# of Holdings
1710
Performance Rank
N/A
Allocation (Top 20)
N/A

J.p. Morgan Private Wealth Advisors Llc Holdings Map

Top 50 J.p. Morgan Private Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.15%8.49M$1.45B
-23.81%(-2.65M)
2022-Q3: 11.19M shares2022-Q4: 11.35M shares2023-Q1: 11.14M shares2023-Q3: 8.49M shares2023-09-30
MSFT
MICROSOFT CORP
4.12%4.57M$1.44B
-21.28%(-1.23M)
2022-Q3: 5.72M shares2022-Q4: 5.70M shares2023-Q1: 5.80M shares2023-Q3: 4.57M shares2023-09-30
SPY
SPDR S&P 500 ETF TR
2.73%2.23M$954.5M
-8.22%(-199.92K)
2022-Q3: 4.46M shares2022-Q4: 5.06M shares2023-Q1: 4.80M shares2023-Q2: 2.43M shares2023-Q3: 2.23M shares2023-09-30
VOO
VANGUARD INDEX FDS
2.21%1.97M$774.7M
-6.50%(-137.21K)
2022-Q3: 2.63M shares2022-Q4: 2.65M shares2023-Q1: 2.48M shares2023-Q2: 2.11M shares2023-Q3: 1.97M shares2023-09-30
NVDA
NVIDIA CORPORATION
2.08%1.67M$728.5M
-20.09%(-421.06K)
2022-Q3: 2.10M shares2022-Q4: 1.90M shares2023-Q1: 2.10M shares2023-Q3: 1.67M shares2023-09-30
GOOGL
ALPHABET INC
1.81%4.85M$634.5M
-14.90%(-849.00K)
2022-Q3: 6.03M shares2022-Q4: 5.79M shares2023-Q1: 5.70M shares2023-Q3: 4.85M shares2023-09-30
AMZN
AMAZON COM INC
1.74%4.80M$610.1M
-16.37%(-939.28K)
2022-Q3: 6.18M shares2022-Q4: 5.35M shares2023-Q1: 5.74M shares2023-Q3: 4.80M shares2023-09-30
AVGO
BROADCOM INC
1.6%674.9K$560.6M
-19.26%(-161.04K)
2022-Q3: 838.1K shares2022-Q4: 853.6K shares2023-Q1: 835.9K shares2023-Q3: 674.9K shares2023-09-30
IVV
ISHARES TR
1.58%1.29M$554.3M
-10.52%(-151.75K)
2022-Q3: 1.55M shares2022-Q4: 1.83M shares2023-Q1: 1.81M shares2023-Q2: 1.44M shares2023-Q3: 1.29M shares2023-09-30
LLY
ELI LILLY & CO
1.24%811.2K$435.7M
+12.83%(+92.25K)
2022-Q3: 656.9K shares2022-Q4: 688.2K shares2023-Q1: 719.0K shares2023-Q3: 811.2K shares2023-09-30

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