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
A
AAPL

APPLE INC

COM
037833100
$1.45B
4 %

8,488,091

M
MSFT

MICROSOFT CORP

COM
594918104
$1.44B
4 %

4,566,099

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$954.52M
3 %

2,232,889

V
VOO

VANGUARD INDEX FDS

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

1,972,787

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$728.54M
2 %

1,674,849

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$634.46M
2 %

4,848,423

A
AMZN

AMAZON COM INC

COM
023135106
$610.14M
2 %

4,799,700

A
AVGO

BROADCOM INC

COM
11135F101
$560.56M
2 %

674,906

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$554.27M
2 %

1,290,714

L
LLY

ELI LILLY & CO

COM
532457108
$435.74M
1 %

811,230

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