First Republic Investment Management
Latest statistics and disclosures from J.P. Morgan Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, SPY, VOO, NVDA, and represent 15.29% of J.P. Morgan Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$1.5B), MSFT (+$1.4B), NVDA (+$729M), GOOGL (+$635M), AMZN (+$610M), AVGO (+$561M), LLY (+$436M), V (+$358M), CVX (+$349M), ETN (+$341M).
- Started 353 new stock positions in TXN, Cymabay Therapeutics, WSM, F, CI, FWONA, BIIB, HIG, HAS, NDAQ.
- Reduced shares in these 10 stocks: SPY (-$86M), IVV (-$65M), CCI (-$56M), VOO (-$54M), QQQ (-$46M), IWV (-$45M), VIG (-$44M), RMBS (-$38M), Activision Blizzard (-$35M), MRK (-$35M).
- Sold out of its positions in AAON, Abcam Plc Ads, ALDX, AAL, BLOK, AROC, AROW, Astra Space Inc Com Cl A, Flamel Technologies Sa, AXNX.
- J.P. Morgan Private Wealth Advisors was a net buyer of stock by $17B.
- J.P. Morgan Private Wealth Advisors has $35B in assets under management (AUM), dropping by 81.80%.
- Central Index Key (CIK): 0001418204
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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.
- Sign up to view all of the J.P. Morgan Private Wealth Advisors Sept. 30, 2023 positions
- Download the J.P. Morgan Private Wealth Advisors September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $1.5B | NEW | 8.5M | 171.21 |
|
| Microsoft Corporation (MSFT) | 4.1 | $1.4B | NEW | 4.6M | 315.75 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $955M | -8% | 2.2M | 427.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $775M | -6% | 2.0M | 392.70 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $729M | NEW | 1.7M | 434.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $635M | NEW | 4.8M | 130.86 |
|
| Amazon (AMZN) | 1.7 | $610M | NEW | 4.8M | 127.12 |
|
| Broadcom (AVGO) | 1.6 | $561M | NEW | 675k | 830.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $554M | -10% | 1.3M | 429.43 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $436M | NEW | 811k | 537.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $395M | -10% | 1.1M | 358.27 |
|
| Visa Com Cl A (V) | 1.0 | $358M | NEW | 1.6M | 230.01 |
|
| Chevron Corporation (CVX) | 1.0 | $349M | NEW | 2.1M | 168.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $343M | -8% | 1.3M | 265.99 |
|
| Eaton Corp SHS (ETN) | 1.0 | $341M | NEW | 1.6M | 213.28 |
|
| Abbvie (ABBV) | 0.9 | $332M | -4% | 2.2M | 149.06 |
|
| Pepsi (PEP) | 0.9 | $329M | NEW | 1.9M | 169.44 |
|
| UnitedHealth (UNH) | 0.9 | $329M | -7% | 652k | 504.19 |
|
| Merck & Co (MRK) | 0.9 | $315M | -9% | 3.1M | 102.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $303M | -12% | 2.0M | 155.38 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $296M | NEW | 2.5M | 117.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $295M | -8% | 842k | 350.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $292M | -4% | 6.7M | 43.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $278M | NEW | 2.1M | 131.85 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $257M | -10% | 1.1M | 234.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $253M | NEW | 1.7M | 145.02 |
|
| Procter & Gamble Company (PG) | 0.7 | $246M | NEW | 1.7M | 145.86 |
|
| Airbnb Com Cl A (ABNB) | 0.7 | $235M | NEW | 1.7M | 137.21 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $231M | 3.4M | 68.42 |
|
|
| Morgan Stanley Com New (MS) | 0.6 | $224M | NEW | 2.7M | 81.67 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $221M | -6% | 391k | 564.96 |
|
| Home Depot (HD) | 0.6 | $207M | NEW | 686k | 302.16 |
|
| Meta Platforms Cl A (META) | 0.6 | $200M | NEW | 666k | 300.21 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $196M | NEW | 1.2M | 159.01 |
|
| McDonald's Corporation (MCD) | 0.5 | $192M | NEW | 729k | 263.44 |
|
| Honeywell International (HON) | 0.5 | $192M | -4% | 1.0M | 184.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $191M | NEW | 1.8M | 107.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $190M | -12% | 1.3M | 151.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $188M | -9% | 887k | 212.41 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $187M | -7% | 1.1M | 176.74 |
|
| Prologis (PLD) | 0.5 | $185M | NEW | 1.7M | 112.21 |
|
| Cisco Systems (CSCO) | 0.5 | $179M | NEW | 3.3M | 53.76 |
|
| Danaher Corporation (DHR) | 0.5 | $179M | NEW | 721k | 248.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $179M | NEW | 611k | 292.29 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $178M | -9% | 351k | 506.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $171M | -3% | 4.4M | 39.21 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $170M | +18% | 1.5M | 115.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $169M | 1.2M | 137.93 |
|
|
| Linde SHS (LIN) | 0.5 | $169M | NEW | 453k | 372.35 |
|
| Bank of America Corporation (BAC) | 0.5 | $169M | NEW | 6.2M | 27.38 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $169M | +2% | 1.8M | 94.83 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $160M | 589k | 272.31 |
|
|
| Chubb (CB) | 0.5 | $160M | -7% | 770k | 208.18 |
|
| Abbott Laboratories (ABT) | 0.5 | $159M | -8% | 1.6M | 96.85 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $159M | NEW | 400k | 395.91 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $154M | -8% | 376k | 408.96 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $151M | +91% | 1.5M | 102.87 |
|
| Union Pacific Corporation (UNP) | 0.4 | $148M | NEW | 726k | 203.63 |
|
| Starbucks Corporation (SBUX) | 0.4 | $147M | NEW | 1.6M | 91.27 |
|
| Lowe's Companies (LOW) | 0.4 | $145M | NEW | 695k | 207.84 |
|
| Servicenow (NOW) | 0.4 | $135M | NEW | 242k | 558.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $135M | 2.1M | 64.35 |
|
|
| Pioneer Natural Resources | 0.4 | $135M | NEW | 586k | 229.55 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $131M | NEW | 257k | 509.90 |
|
| Walt Disney Company (DIS) | 0.4 | $128M | NEW | 1.6M | 81.05 |
|
| Amgen (AMGN) | 0.4 | $128M | NEW | 478k | 268.76 |
|
| Cintas Corporation (CTAS) | 0.4 | $128M | -11% | 267k | 481.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $123M | NEW | 399k | 307.11 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $122M | 863k | 141.69 |
|
|
| Emerson Electric (EMR) | 0.3 | $120M | -6% | 1.2M | 96.57 |
|
| Johnson & Johnson (JNJ) | 0.3 | $118M | -11% | 757k | 155.75 |
|
| Oneok (OKE) | 0.3 | $116M | +11% | 1.8M | 63.43 |
|
| TJX Companies (TJX) | 0.3 | $116M | NEW | 1.3M | 88.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $115M | -8% | 1.7M | 68.92 |
|
| salesforce (CRM) | 0.3 | $115M | NEW | 565k | 202.78 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $114M | -28% | 467k | 245.06 |
|
| Devon Energy Corporation (DVN) | 0.3 | $114M | NEW | 2.4M | 47.70 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $113M | 290k | 389.52 |
|
|
| Pfizer (PFE) | 0.3 | $113M | -15% | 3.4M | 33.17 |
|
| Williams Companies (WMB) | 0.3 | $110M | 3.3M | 33.69 |
|
|
| Marathon Petroleum Corp (MPC) | 0.3 | $109M | NEW | 721k | 151.34 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $108M | -20% | 1.5M | 71.97 |
|
| Automatic Data Processing (ADP) | 0.3 | $107M | NEW | 446k | 240.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $105M | -7% | 420k | 249.35 |
|
| Caterpillar (CAT) | 0.3 | $102M | NEW | 373k | 273.00 |
|
| Kinder Morgan (KMI) | 0.3 | $100M | NEW | 6.0M | 16.58 |
|
| Roper Industries (ROP) | 0.3 | $100M | -7% | 206k | 484.28 |
|
| ConocoPhillips (COP) | 0.3 | $100M | NEW | 832k | 119.80 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $99M | -13% | 473k | 208.24 |
|
| Nike CL B (NKE) | 0.3 | $98M | NEW | 1.0M | 95.62 |
|
| Diamondback Energy (FANG) | 0.3 | $96M | 617k | 154.88 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $92M | +103% | 1.0M | 90.94 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $91M | 1.2M | 74.62 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $89M | -6% | 353k | 251.33 |
|
| Progressive Corporation (PGR) | 0.3 | $89M | NEW | 636k | 139.30 |
|
| Cme (CME) | 0.2 | $86M | NEW | 432k | 200.22 |
|
| Dell Technologies CL C (DELL) | 0.2 | $86M | NEW | 1.2M | 68.90 |
|
| Qualcomm (QCOM) | 0.2 | $84M | NEW | 757k | 111.06 |
|
| Arista Networks (ANET) | 0.2 | $82M | NEW | 448k | 183.93 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $82M | +2% | 874k | 93.91 |
|
| Palo Alto Networks (PANW) | 0.2 | $82M | NEW | 349k | 234.44 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $80M | 396k | 201.51 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $80M | -10% | 175k | 456.64 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $80M | 192k | 414.90 |
|
|
| Nextera Energy (NEE) | 0.2 | $79M | NEW | 1.4M | 57.29 |
|
| Netflix (NFLX) | 0.2 | $79M | NEW | 209k | 377.60 |
|
| Target Corporation (TGT) | 0.2 | $79M | NEW | 711k | 110.57 |
|
| BlackRock (BLK) | 0.2 | $78M | +15% | 121k | 646.49 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $77M | NEW | 284k | 272.24 |
|
| Booking Holdings (BKNG) | 0.2 | $77M | -3% | 25k | 3083.95 |
|
| Watsco, Incorporated (WSO) | 0.2 | $77M | +2% | 204k | 377.72 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $77M | -5% | 742k | 103.32 |
|
| Tesla Motors (TSLA) | 0.2 | $74M | NEW | 294k | 250.22 |
|
| EOG Resources (EOG) | 0.2 | $72M | NEW | 565k | 126.76 |
|
| Lululemon Athletica (LULU) | 0.2 | $72M | NEW | 185k | 385.61 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $71M | NEW | 1.0M | 69.40 |
|
| Verizon Communications (VZ) | 0.2 | $70M | NEW | 2.2M | 32.41 |
|
| Simon Property (SPG) | 0.2 | $69M | NEW | 643k | 108.03 |
|
| Uber Technologies (UBER) | 0.2 | $69M | +6% | 1.5M | 45.99 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $68M | -14% | 156k | 437.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $68M | -5% | 716k | 94.33 |
|
| Fortive (FTV) | 0.2 | $68M | -4% | 910k | 74.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $67M | +8% | 510k | 131.79 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $67M | -7% | 409k | 163.93 |
|
| Oracle Corporation (ORCL) | 0.2 | $66M | NEW | 621k | 105.92 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $66M | NEW | 2.0M | 33.06 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $65M | +6% | 890k | 73.26 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $65M | -5% | 896k | 72.38 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $63M | -16% | 333k | 189.07 |
|
| Medtronic SHS (MDT) | 0.2 | $63M | NEW | 799k | 78.36 |
|
| Enbridge (ENB) | 0.2 | $63M | NEW | 1.9M | 33.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $62M | -17% | 1.3M | 47.59 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $61M | 369k | 165.96 |
|
|
| Edwards Lifesciences (EW) | 0.2 | $61M | NEW | 880k | 69.28 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $61M | -11% | 688k | 88.55 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $60M | -14% | 792k | 75.66 |
|
| McKesson Corporation (MCK) | 0.2 | $60M | NEW | 137k | 434.85 |
|
| Schlumberger Com Stk (SLB) | 0.2 | $59M | NEW | 1.0M | 58.30 |
|
| Coca-Cola Company (KO) | 0.2 | $58M | NEW | 1.0M | 55.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $58M | -7% | 378k | 153.84 |
|
| Wal-Mart Stores (WMT) | 0.2 | $57M | NEW | 356k | 159.93 |
|
| Starwood Property Trust (STWD) | 0.2 | $57M | +84% | 2.9M | 19.35 |
|
| Applied Materials (AMAT) | 0.2 | $57M | NEW | 409k | 138.45 |
|
| Intuit (INTU) | 0.2 | $56M | NEW | 110k | 510.94 |
|
| Microchip Technology (MCHP) | 0.2 | $56M | -10% | 714k | 78.05 |
|
| Goldman Sachs (GS) | 0.2 | $56M | NEW | 172k | 323.57 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $55M | -6% | 1.7M | 33.17 |
|
| Wells Fargo & Company (WFC) | 0.2 | $55M | NEW | 1.3M | 40.86 |
|
| Hp (HPQ) | 0.2 | $54M | NEW | 2.1M | 25.70 |
|
| SYSCO Corporation (SYY) | 0.2 | $54M | -12% | 812k | 66.05 |
|
| Zoetis Cl A (ZTS) | 0.2 | $54M | NEW | 308k | 173.98 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $54M | +4% | 134k | 399.45 |
|
| Kkr & Co (KKR) | 0.2 | $53M | +579% | 854k | 61.60 |
|
| Aptiv SHS (APTV) | 0.2 | $53M | NEW | 533k | 98.59 |
|
| Marathon Oil Corporation (MRO) | 0.1 | $52M | 2.0M | 26.75 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $51M | NEW | 500k | 102.82 |
|
| Fastenal Company (FAST) | 0.1 | $50M | -5% | 911k | 54.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $50M | +60% | 297k | 167.38 |
|
| International Business Machines (IBM) | 0.1 | $50M | NEW | 355k | 140.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $50M | 1.3M | 37.95 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $49M | NEW | 1.1M | 44.34 |
|
| PPG Industries (PPG) | 0.1 | $49M | -5% | 380k | 129.80 |
|
| Equinix (EQIX) | 0.1 | $49M | NEW | 67k | 726.26 |
|
| Hess (HES) | 0.1 | $49M | NEW | 319k | 153.00 |
|
| Carrier Global Corporation (CARR) | 0.1 | $49M | NEW | 883k | 55.20 |
|
| Dow (DOW) | 0.1 | $49M | -6% | 944k | 51.56 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $48M | NEW | 904k | 52.80 |
|
| United Parcel Service CL B (UPS) | 0.1 | $47M | NEW | 300k | 155.87 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $47M | 660k | 70.76 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $47M | +4% | 232k | 200.64 |
|
| Crown Castle Intl (CCI) | 0.1 | $46M | -54% | 505k | 92.03 |
|
| RPM International (RPM) | 0.1 | $46M | -10% | 484k | 94.81 |
|
| Intercontinental Exchange (ICE) | 0.1 | $45M | -3% | 406k | 110.02 |
|
| Phillips 66 (PSX) | 0.1 | $44M | NEW | 366k | 120.15 |
|
| Marvell Technology (MRVL) | 0.1 | $43M | +21% | 793k | 54.13 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $43M | +3% | 127k | 334.95 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $43M | +2% | 449k | 94.70 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $42M | NEW | 165k | 255.05 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $42M | +8% | 589k | 71.44 |
|
| D.R. Horton (DHI) | 0.1 | $41M | -5% | 383k | 107.47 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $41M | -39% | 380k | 107.64 |
|
| United Rentals (URI) | 0.1 | $41M | NEW | 91k | 444.57 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $41M | -22% | 316k | 128.74 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $41M | -12% | 410k | 98.89 |
|
| Boeing Company (BA) | 0.1 | $40M | -6% | 210k | 191.68 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $40M | +9% | 672k | 59.28 |
|
| Consolidated Edison (ED) | 0.1 | $40M | NEW | 463k | 85.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $39M | -19% | 565k | 69.25 |
|
| Intel Corporation (INTC) | 0.1 | $39M | NEW | 1.1M | 35.55 |
|
| Deere & Company (DE) | 0.1 | $39M | NEW | 103k | 377.38 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $39M | -16% | 746k | 51.87 |
|
| MetLife (MET) | 0.1 | $39M | NEW | 615k | 62.91 |
|
| Iron Mountain (IRM) | 0.1 | $38M | NEW | 646k | 59.45 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $38M | +24% | 780k | 48.93 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $37M | -3% | 167k | 224.15 |
|
| Kla Corp Com New (KLAC) | 0.1 | $37M | NEW | 80k | 458.66 |
|
| Yum! Brands (YUM) | 0.1 | $37M | NEW | 293k | 124.94 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $36M | +111% | 790k | 45.84 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $36M | -15% | 134k | 269.37 |
|
| Extra Space Storage (EXR) | 0.1 | $36M | -41% | 292k | 121.58 |
|
| Paypal Holdings (PYPL) | 0.1 | $35M | NEW | 602k | 58.46 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $35M | -7% | 370k | 94.19 |
|
| Digital Realty Trust (DLR) | 0.1 | $35M | NEW | 286k | 121.02 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $35M | +5% | 619k | 55.65 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $34M | NEW | 492k | 69.82 |
|
| Waste Management (WM) | 0.1 | $34M | NEW | 225k | 152.44 |
|
| American Tower Reit (AMT) | 0.1 | $33M | NEW | 201k | 164.45 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $33M | -19% | 139k | 236.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $33M | -10% | 655k | 49.53 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $32M | -3% | 351k | 92.37 |
|
| Corteva (CTVA) | 0.1 | $32M | NEW | 632k | 51.16 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $32M | NEW | 2.3M | 13.85 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $32M | NEW | 370k | 86.90 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $32M | 779k | 41.26 |
|
|
| Consol Energy (CEIX) | 0.1 | $32M | NEW | 304k | 104.91 |
|
| Citigroup Com New (C) | 0.1 | $31M | NEW | 753k | 41.13 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $30M | -15% | 353k | 86.30 |
|
| Stryker Corporation (SYK) | 0.1 | $30M | NEW | 111k | 273.27 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $30M | -7% | 188k | 159.49 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $30M | NEW | 457k | 64.88 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $30M | -4% | 409k | 72.24 |
|
| Illumina (ILMN) | 0.1 | $30M | NEW | 215k | 137.28 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $30M | 503k | 58.65 |
|
|
| Five Below (FIVE) | 0.1 | $29M | NEW | 181k | 160.90 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $29M | -17% | 61k | 473.65 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $29M | -3% | 587k | 49.43 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $29M | -52% | 317k | 90.39 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $29M | -3% | 146k | 195.69 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $29M | +2% | 121k | 235.10 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $28M | 838k | 33.96 |
|
|
| American Express Company (AXP) | 0.1 | $28M | NEW | 190k | 149.19 |
|
| Alpha Metallurgical Resources (AMR) | 0.1 | $28M | NEW | 109k | 259.73 |
|
| Flex Ord (FLEX) | 0.1 | $28M | 1.0M | 26.98 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $28M | NEW | 98k | 283.40 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $28M | -16% | 52.00 | 531477.00 |
|
| Philip Morris International (PM) | 0.1 | $28M | -4% | 297k | 92.58 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $27M | -6% | 634k | 43.27 |
|
| S&p Global (SPGI) | 0.1 | $27M | NEW | 73k | 365.41 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $27M | -3% | 167k | 159.61 |
|
| Cameco Corporation (CCJ) | 0.1 | $27M | +3317% | 670k | 39.64 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $27M | -9% | 578k | 45.95 |
|
| FedEx Corporation (FDX) | 0.1 | $26M | -5% | 100k | 264.92 |
|
| Mongodb Cl A (MDB) | 0.1 | $26M | 76k | 345.86 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $26M | -9% | 200k | 130.96 |
|
| CenterPoint Energy (CNP) | 0.1 | $26M | -7% | 953k | 26.85 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $25M | -2% | 509k | 49.85 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $25M | -24% | 433k | 58.04 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $24M | +6% | 404k | 58.79 |
|
| Flywire Corporation Com Vtg (FLYW) | 0.1 | $24M | -8% | 742k | 31.89 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $24M | -13% | 633k | 37.39 |
|
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
- J.P. Morgan Private Wealth Advisors 2023 Q3 filed Nov. 8, 2023
- First Republic Investment Management 2023 Q2 filed July 28, 2023
- First Republic Investment Management 2023 Q1 filed May 12, 2023
- First Republic Investment Management 2022 Q4 filed Feb. 13, 2023
- First Republic Investment Management 2022 Q3 filed Nov. 4, 2022
- First Republic Investment Management 2022 Q2 filed Aug. 16, 2022
- First Republic Investment Management 2022 Q1 filed May 16, 2022
- First Republic Investment Management 2021 Q4 filed Feb. 9, 2022
- First Republic Investment Management 2021 Q3 filed Nov. 12, 2021
- First Republic Investment Management 2021 Q2 filed Aug. 16, 2021
- First Republic Investment Management 2021 Q1 filed May 14, 2021
- First Republic Investment Management 2020 Q4 filed Feb. 16, 2021
- First Republic Investment Management 2020 Q3 filed Nov. 12, 2020
- First Republic Investment Management 2020 Q2 filed Aug. 13, 2020
- First Republic Investment Management 2020 Q1 filed May 13, 2020
- First Republic Investment Management 2019 Q4 filed Feb. 14, 2020