First Republic Investment Management

Latest statistics and disclosures from J.P. Morgan Private Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by First Republic Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J.P. Morgan Private Wealth Advisors

J.P. Morgan Private Wealth Advisors holds 1710 positions in its portfolio as reported in the September 2023 quarterly 13F filing

J.P. Morgan Private Wealth Advisors has 1710 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $1.5B NEW 8.5M 171.21
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Microsoft Corporation (MSFT) 4.1 $1.4B NEW 4.6M 315.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $955M -8% 2.2M 427.48
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $775M -6% 2.0M 392.70
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NVIDIA Corporation (NVDA) 2.1 $729M NEW 1.7M 434.99
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $635M NEW 4.8M 130.86
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Amazon (AMZN) 1.7 $610M NEW 4.8M 127.12
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Broadcom (AVGO) 1.6 $561M NEW 675k 830.58
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Ishares Tr Core S&p500 Etf (IVV) 1.6 $554M -10% 1.3M 429.43
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Eli Lilly & Co. (LLY) 1.2 $436M NEW 811k 537.13
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $395M -10% 1.1M 358.27
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Visa Com Cl A (V) 1.0 $358M NEW 1.6M 230.01
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Chevron Corporation (CVX) 1.0 $349M NEW 2.1M 168.62
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $343M -8% 1.3M 265.99
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Eaton Corp SHS (ETN) 1.0 $341M NEW 1.6M 213.28
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Abbvie (ABBV) 0.9 $332M -4% 2.2M 149.06
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Pepsi (PEP) 0.9 $329M NEW 1.9M 169.44
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UnitedHealth (UNH) 0.9 $329M -7% 652k 504.19
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Merck & Co (MRK) 0.9 $315M -9% 3.1M 102.95
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Vanguard Specialized Funds Div App Etf (VIG) 0.9 $303M -12% 2.0M 155.38
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Exxon Mobil Corporation (XOM) 0.8 $296M NEW 2.5M 117.58
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $295M -8% 842k 350.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $292M -4% 6.7M 43.72
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Alphabet Cap Stk Cl C (GOOG) 0.8 $278M NEW 2.1M 131.85
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $257M -10% 1.1M 234.91
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JPMorgan Chase & Co. (JPM) 0.7 $253M NEW 1.7M 145.02
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Procter & Gamble Company (PG) 0.7 $246M NEW 1.7M 145.86
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Airbnb Com Cl A (ABNB) 0.7 $235M NEW 1.7M 137.21
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $231M 3.4M 68.42
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Morgan Stanley Com New (MS) 0.6 $224M NEW 2.7M 81.67
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Costco Wholesale Corporation (COST) 0.6 $221M -6% 391k 564.96
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Home Depot (HD) 0.6 $207M NEW 686k 302.16
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Meta Platforms Cl A (META) 0.6 $200M NEW 666k 300.21
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Texas Instruments Incorporated (TXN) 0.6 $196M NEW 1.2M 159.01
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McDonald's Corporation (MCD) 0.5 $192M NEW 729k 263.44
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Honeywell International (HON) 0.5 $192M -4% 1.0M 184.74
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Blackstone Group Inc Com Cl A (BX) 0.5 $191M NEW 1.8M 107.14
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $190M -12% 1.3M 151.82
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $188M -9% 887k 212.41
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $187M -7% 1.1M 176.74
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Prologis (PLD) 0.5 $185M NEW 1.7M 112.21
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Cisco Systems (CSCO) 0.5 $179M NEW 3.3M 53.76
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Danaher Corporation (DHR) 0.5 $179M NEW 721k 248.10
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Intuitive Surgical Com New (ISRG) 0.5 $179M NEW 611k 292.29
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Thermo Fisher Scientific (TMO) 0.5 $178M -9% 351k 506.17
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $171M -3% 4.4M 39.21
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Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $170M +18% 1.5M 115.01
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Vanguard Index Fds Value Etf (VTV) 0.5 $169M 1.2M 137.93
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Linde SHS (LIN) 0.5 $169M NEW 453k 372.35
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Bank of America Corporation (BAC) 0.5 $169M NEW 6.2M 27.38
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Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $169M +2% 1.8M 94.83
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Vanguard Index Fds Growth Etf (VUG) 0.5 $160M 589k 272.31
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Chubb (CB) 0.5 $160M -7% 770k 208.18
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Abbott Laboratories (ABT) 0.5 $159M -8% 1.6M 96.85
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Mastercard Incorporated Cl A (MA) 0.5 $159M NEW 400k 395.91
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Lockheed Martin Corporation (LMT) 0.4 $154M -8% 376k 408.96
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Ares Management Corporation Cl A Com Stk (ARES) 0.4 $151M +91% 1.5M 102.87
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Union Pacific Corporation (UNP) 0.4 $148M NEW 726k 203.63
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Starbucks Corporation (SBUX) 0.4 $147M NEW 1.6M 91.27
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Lowe's Companies (LOW) 0.4 $145M NEW 695k 207.84
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Servicenow (NOW) 0.4 $135M NEW 242k 558.96
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $135M 2.1M 64.35
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Pioneer Natural Resources (PXD) 0.4 $135M NEW 586k 229.55
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Adobe Systems Incorporated (ADBE) 0.4 $131M NEW 257k 509.90
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Walt Disney Company (DIS) 0.4 $128M NEW 1.6M 81.05
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Amgen (AMGN) 0.4 $128M NEW 478k 268.76
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Cintas Corporation (CTAS) 0.4 $128M -11% 267k 481.01
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $123M NEW 399k 307.11
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $122M 863k 141.69
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Emerson Electric (EMR) 0.3 $120M -6% 1.2M 96.57
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Johnson & Johnson (JNJ) 0.3 $118M -11% 757k 155.75
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Oneok (OKE) 0.3 $116M +11% 1.8M 63.43
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TJX Companies (TJX) 0.3 $116M NEW 1.3M 88.88
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $115M -8% 1.7M 68.92
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salesforce (CRM) 0.3 $115M NEW 565k 202.78
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $114M -28% 467k 245.06
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Devon Energy Corporation (DVN) 0.3 $114M NEW 2.4M 47.70
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Parker-Hannifin Corporation (PH) 0.3 $113M 290k 389.52
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Pfizer (PFE) 0.3 $113M -15% 3.4M 33.17
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Williams Companies (WMB) 0.3 $110M 3.3M 33.69
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Marathon Petroleum Corp (MPC) 0.3 $109M NEW 721k 151.34
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Raytheon Technologies Corp (RTX) 0.3 $108M -20% 1.5M 71.97
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Automatic Data Processing (ADP) 0.3 $107M NEW 446k 240.58
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $105M -7% 420k 249.35
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Caterpillar (CAT) 0.3 $102M NEW 373k 273.00
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Kinder Morgan (KMI) 0.3 $100M NEW 6.0M 16.58
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Roper Industries (ROP) 0.3 $100M -7% 206k 484.28
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ConocoPhillips (COP) 0.3 $100M NEW 832k 119.80
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $99M -13% 473k 208.24
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Nike CL B (NKE) 0.3 $98M NEW 1.0M 95.62
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Diamondback Energy (FANG) 0.3 $96M 617k 154.88
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Novo-nordisk A S Adr (NVO) 0.3 $92M +103% 1.0M 90.94
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $91M 1.2M 74.62
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Constellation Brands Cl A (STZ) 0.3 $89M -6% 353k 251.33
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Progressive Corporation (PGR) 0.3 $89M NEW 636k 139.30
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Cme (CME) 0.2 $86M NEW 432k 200.22
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Dell Technologies CL C (DELL) 0.2 $86M NEW 1.2M 68.90
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Qualcomm (QCOM) 0.2 $84M NEW 757k 111.06
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Arista Networks (ANET) 0.2 $82M NEW 448k 183.93
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $82M +2% 874k 93.91
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Palo Alto Networks (PANW) 0.2 $82M NEW 349k 234.44
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Atlassian Corporation Cl A (TEAM) 0.2 $80M 396k 201.51
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $80M -10% 175k 456.64
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $80M 192k 414.90
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Nextera Energy (NEE) 0.2 $79M NEW 1.4M 57.29
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Netflix (NFLX) 0.2 $79M NEW 209k 377.60
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Target Corporation (TGT) 0.2 $79M NEW 711k 110.57
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BlackRock (BLK) 0.2 $78M +15% 121k 646.49
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Motorola Solutions Com New (MSI) 0.2 $77M NEW 284k 272.24
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Booking Holdings (BKNG) 0.2 $77M -3% 25k 3083.95
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Watsco, Incorporated (WSO) 0.2 $77M +2% 204k 377.72
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $77M -5% 742k 103.32
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Tesla Motors (TSLA) 0.2 $74M NEW 294k 250.22
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EOG Resources (EOG) 0.2 $72M NEW 565k 126.76
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Lululemon Athletica (LULU) 0.2 $72M NEW 185k 385.61
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Mondelez Intl Cl A (MDLZ) 0.2 $71M NEW 1.0M 69.40
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Verizon Communications (VZ) 0.2 $70M NEW 2.2M 32.41
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Simon Property (SPG) 0.2 $69M NEW 643k 108.03
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Uber Technologies (UBER) 0.2 $69M +6% 1.5M 45.99
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IDEXX Laboratories (IDXX) 0.2 $68M -14% 156k 437.27
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $68M -5% 716k 94.33
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Fortive (FTV) 0.2 $68M -4% 910k 74.16
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $67M +8% 510k 131.79
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Select Sector Spdr Tr Technology (XLK) 0.2 $67M -7% 409k 163.93
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Oracle Corporation (ORCL) 0.2 $66M NEW 621k 105.92
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Us Bancorp Del Com New (USB) 0.2 $66M NEW 2.0M 33.06
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $65M +6% 890k 73.26
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $65M -5% 896k 72.38
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $63M -16% 333k 189.07
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Medtronic SHS (MDT) 0.2 $63M NEW 799k 78.36
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Enbridge (ENB) 0.2 $63M NEW 1.9M 33.33
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Ishares Core Msci Emkt (IEMG) 0.2 $62M -17% 1.3M 47.59
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Cheniere Energy Com New (LNG) 0.2 $61M 369k 165.96
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Edwards Lifesciences (EW) 0.2 $61M NEW 880k 69.28
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $61M -11% 688k 88.55
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $60M -14% 792k 75.66
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McKesson Corporation (MCK) 0.2 $60M NEW 137k 434.85
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Schlumberger Com Stk (SLB) 0.2 $59M NEW 1.0M 58.30
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Coca-Cola Company (KO) 0.2 $58M NEW 1.0M 55.98
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $58M -7% 378k 153.84
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Wal-Mart Stores (WMT) 0.2 $57M NEW 356k 159.93
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Starwood Property Trust (STWD) 0.2 $57M +84% 2.9M 19.35
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Applied Materials (AMAT) 0.2 $57M NEW 409k 138.45
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Intuit (INTU) 0.2 $56M NEW 110k 510.94
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Microchip Technology (MCHP) 0.2 $56M -10% 714k 78.05
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Goldman Sachs (GS) 0.2 $56M NEW 172k 323.57
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Select Sector Spdr Tr Financial (XLF) 0.2 $55M -6% 1.7M 33.17
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Wells Fargo & Company (WFC) 0.2 $55M NEW 1.3M 40.86
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Hp (HPQ) 0.2 $54M NEW 2.1M 25.70
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SYSCO Corporation (SYY) 0.2 $54M -12% 812k 66.05
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Zoetis Cl A (ZTS) 0.2 $54M NEW 308k 173.98
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $54M +4% 134k 399.45
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Kkr & Co (KKR) 0.2 $53M +579% 854k 61.60
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Aptiv SHS (APTV) 0.2 $53M NEW 533k 98.59
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Marathon Oil Corporation (MRO) 0.1 $52M 2.0M 26.75
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Advanced Micro Devices (AMD) 0.1 $51M NEW 500k 102.82
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Fastenal Company (FAST) 0.1 $50M -5% 911k 54.64
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $50M +60% 297k 167.38
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International Business Machines (IBM) 0.1 $50M NEW 355k 140.30
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $50M 1.3M 37.95
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Comcast Corp Cl A (CMCSA) 0.1 $49M NEW 1.1M 44.34
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PPG Industries (PPG) 0.1 $49M -5% 380k 129.80
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Equinix (EQIX) 0.1 $49M NEW 67k 726.26
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Hess (HES) 0.1 $49M NEW 319k 153.00
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Carrier Global Corporation (CARR) 0.1 $49M NEW 883k 55.20
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Dow (DOW) 0.1 $49M -6% 944k 51.56
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Boston Scientific Corporation (BSX) 0.1 $48M NEW 904k 52.80
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United Parcel Service CL B (UPS) 0.1 $47M NEW 300k 155.87
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $47M 660k 70.76
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Ishares Tr S&p 100 Etf (OEF) 0.1 $47M +4% 232k 200.64
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Crown Castle Intl (CCI) 0.1 $46M -54% 505k 92.03
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RPM International (RPM) 0.1 $46M -10% 484k 94.81
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Intercontinental Exchange (ICE) 0.1 $45M -3% 406k 110.02
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Phillips 66 (PSX) 0.1 $44M NEW 366k 120.15
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Marvell Technology (MRVL) 0.1 $43M +21% 793k 54.13
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $43M +3% 127k 334.95
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $43M +2% 449k 94.70
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Sherwin-Williams Company (SHW) 0.1 $42M NEW 165k 255.05
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $42M +8% 589k 71.44
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D.R. Horton (DHI) 0.1 $41M -5% 383k 107.47
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Ishares Tr Select Divid Etf (DVY) 0.1 $41M -39% 380k 107.64
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United Rentals (URI) 0.1 $41M NEW 91k 444.57
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $41M -22% 316k 128.74
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Ishares Tr Core High Dv Etf (HDV) 0.1 $41M -12% 410k 98.89
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Boeing Company (BA) 0.1 $40M -6% 210k 191.68
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $40M +9% 672k 59.28
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Consolidated Edison (ED) 0.1 $40M NEW 463k 85.53
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $39M -19% 565k 69.25
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Intel Corporation (INTC) 0.1 $39M NEW 1.1M 35.55
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Deere & Company (DE) 0.1 $39M NEW 103k 377.38
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $39M -16% 746k 51.87
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MetLife (MET) 0.1 $39M NEW 615k 62.91
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Iron Mountain (IRM) 0.1 $38M NEW 646k 59.45
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Ishares Tr Eafe Value Etf (EFV) 0.1 $38M +24% 780k 48.93
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $37M -3% 167k 224.15
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Kla Corp Com New (KLAC) 0.1 $37M NEW 80k 458.66
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Yum! Brands (YUM) 0.1 $37M NEW 293k 124.94
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $36M +111% 790k 45.84
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $36M -15% 134k 269.37
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Extra Space Storage (EXR) 0.1 $36M -41% 292k 121.58
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Paypal Holdings (PYPL) 0.1 $35M NEW 602k 58.46
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $35M -7% 370k 94.19
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Digital Realty Trust (DLR) 0.1 $35M NEW 286k 121.02
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $35M +5% 619k 55.65
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CVS Caremark Corporation (CVS) 0.1 $34M NEW 492k 69.82
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Waste Management (WM) 0.1 $34M NEW 225k 152.44
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American Tower Reit (AMT) 0.1 $33M NEW 201k 164.45
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $33M -19% 139k 236.53
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Ishares Tr Core Div Grwth (DGRO) 0.1 $33M -10% 655k 49.53
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $32M -3% 351k 92.37
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Corteva (CTVA) 0.1 $32M NEW 632k 51.16
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Owl Rock Capital Corporation (OBDC) 0.1 $32M NEW 2.3M 13.85
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $32M NEW 370k 86.90
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $32M 779k 41.26
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Consol Energy (CEIX) 0.1 $32M NEW 304k 104.91
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Citigroup Com New (C) 0.1 $31M NEW 753k 41.13
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $30M -15% 353k 86.30
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Stryker Corporation (SYK) 0.1 $30M NEW 111k 273.27
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $30M -7% 188k 159.49
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Occidental Petroleum Corporation (OXY) 0.1 $30M NEW 457k 64.88
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $30M -4% 409k 72.24
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Illumina (ILMN) 0.1 $30M NEW 215k 137.28
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Gxo Logistics Incorporated Common Stock (GXO) 0.1 $30M 503k 58.65
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Five Below (FIVE) 0.1 $29M NEW 181k 160.90
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $29M -17% 61k 473.65
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $29M -3% 587k 49.43
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Select Sector Spdr Tr Energy (XLE) 0.1 $29M -52% 317k 90.39
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $29M -3% 146k 195.69
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Vanguard World Fds Health Car Etf (VHT) 0.1 $29M +2% 121k 235.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $28M 838k 33.96
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American Express Company (AXP) 0.1 $28M NEW 190k 149.19
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Alpha Metallurgical Resources (AMR) 0.1 $28M NEW 109k 259.73
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Flex Ord (FLEX) 0.1 $28M 1.0M 26.98
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Air Products & Chemicals (APD) 0.1 $28M NEW 98k 283.40
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $28M -16% 52.00 531477.00
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Philip Morris International (PM) 0.1 $28M -4% 297k 92.58
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $27M -6% 634k 43.27
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S&p Global (SPGI) 0.1 $27M NEW 73k 365.41
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $27M -3% 167k 159.61
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Cameco Corporation (CCJ) 0.1 $27M +3317% 670k 39.64
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $27M -9% 578k 45.95
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FedEx Corporation (FDX) 0.1 $26M -5% 100k 264.92
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Mongodb Cl A (MDB) 0.1 $26M 76k 345.86
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $26M -9% 200k 130.96
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CenterPoint Energy (CNP) 0.1 $26M -7% 953k 26.85
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $25M -2% 509k 49.85
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Bristol Myers Squibb (BMY) 0.1 $25M -24% 433k 58.04
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $24M +6% 404k 58.79
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Flywire Corporation Com Vtg (FLYW) 0.1 $24M -8% 742k 31.89
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First Tr Value Line Divid In SHS (FVD) 0.1 $24M -13% 633k 37.39
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Past Filings by J.P. Morgan Private Wealth Advisors

SEC 13F filings are viewable for J.P. Morgan Private Wealth Advisors going back to 2010

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