Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
J.P. Morgan Private Wealth Advisors LLC (CIK 1418204) reported $35.01B across 1,708 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: AAPL ($1.45B, 4.15%), MSFT ($1.44B, 4.12%), SPY ($954.5M, 2.73%), VOO ($774.7M, 2.21%), NVDA ($728.5M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.45B | 4.15% | 8.5M | New |
| 2 | MSFT | MICROSOFT CORP | $1.44B | 4.12% | 4.6M | New |
| 3 | SPY | SPDR S&P 500 ETF TR | $954.5M | 2.73% | 2.2M | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $774.7M | 2.21% | 2.0M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $728.5M | 2.08% | 1.7M | New |
| 6 | GOOGL | ALPHABET INC | $634.5M | 1.81% | 4.8M | New |
| 7 | AMZN | AMAZON COM INC | $610.1M | 1.74% | 4.8M | New |
| 8 | AVGO | BROADCOM INC | $560.6M | 1.60% | 674,906 | New |
| 9 | IVV | ISHARES TR | $554.3M | 1.58% | 1.3M | Trimmed |
| 10 | LLY | ELI LILLY & CO | $435.7M | 1.24% | 811,230 | New |
| 11 | QQQ | INVESCO QQQ TR | $395.1M | 1.13% | 1.1M | Trimmed |
| 12 | V | VISA INC | $358.3M | 1.02% | 1.6M | New |
| 13 | CVX | CHEVRON CORP NEW | $348.8M | 1.00% | 2.1M | New |
| 14 | IWF | ISHARES TR | $342.8M | 0.98% | 1.3M | Trimmed |
| 15 | ETN | EATON CORP PLC | $340.5M | 0.97% | 1.6M | New |
| 16 | ABBV | ABBVIE INC | $332.1M | 0.95% | 2.2M | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $328.9M | 0.94% | 652,239 | Trimmed |
| 18 | PEP | PEPSICO INC | $329.2M | 0.94% | 1.9M | New |
| 19 | MRK | MERCK & CO INC | $315.3M | 0.90% | 3.1M | Trimmed |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $303.4M | 0.87% | 2.0M | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $295.5M | 0.84% | 2.5M | New |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $295.0M | 0.84% | 842,194 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $292.2M | 0.83% | 6.7M | Trimmed |
| 24 | GOOG | ALPHABET INC | $278.4M | 0.80% | 2.1M | New |
| 25 | IWB | ISHARES TR | $257.0M | 0.73% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30