J.P. Morgan Private Wealth Advisors LLC

Q3 2023 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    1,710

  • Value ($000)

    $35,010,290

  • Date Filed
    11/08/2023
  • Form type
    13F-HR
  • CIK
    0001418204
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$1.45B
4 %

8,488,091

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.44B
4 %

4,566,099

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$954.52M
3 %

2,232,889

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$774.71M
2 %

1,972,787

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$728.54M
2 %

1,674,849

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$634.46M
2 %

4,848,423

AMZN
AMZN

AMAZON COM INC

COM
023135106
$610.14M
2 %

4,799,700

AVGO
AVGO

BROADCOM INC

COM
11135F101
$560.56M
2 %

674,906

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$554.27M
2 %

1,290,714

LLY
LLY

ELI LILLY & CO

COM
532457108
$435.74M
1 %

811,230

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