• 13F History

J.P. Morgan Private Wealth Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Signature - Title
Michael T. Lees - Executive Director
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by J.P. Morgan Private Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. J.P. Morgan Private Wealth Advisors LLC reported 1814 stock holdings with total value $35B as of Q3 2023. Top holdings included AAPL, MSFT, SPY, VOO, and NVDA. JPMORGAN CHASE & CO is reporting for J.P. Morgan Private Wealth Advisors LLC.
Holdings Value

JPMORGAN CHASE & CO is reporting for J.P. Morgan Private Wealth Advisors LLC:

Name Holdings Value Location File Number
JPMORGAN CHASE & CO $1.26T New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/8/2024, 09:44 AM
Q2 2024 13F-NT 8/12/2024, 01:45 PM
Q1 2024 13F-NT 5/10/2024, 03:53 PM
Q4 2023 0 $0 -$35B -$35B 13F-NT 2/12/2024, 11:06 AM
Q3 2023 1,814 $35B +$18.3B -$1.76B +$16.5B AAPL, MSFT, SPY, VOO, NVDA 13F-HR 11/7/2023, 08:50 PM
Q2 2023 1,461 $19.3B +$378M -$6.29B -$5.91B SPY, VOO, IVV, QQQ, MRK 13F-HR 7/28/2023, 02:02 PM
Q1 2023 1,928 $47.1B +$2.75B -$3.09B -$340M SPY, ANET, AAPL, MSFT, VOO 13F-HR 5/11/2023, 09:16 PM
Q4 2022 1,919 $44.8B +$5.31B -$1.86B +$3.45B SPY, ANET, AAPL, MSFT, VOO 13F-HR 2/13/2023, 03:35 PM
Q3 2022 1,912 $38.3B +$3.31B -$1.15B +$2.16B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 11/3/2022, 06:22 PM
Q2 2022 1,915 $39.1B +$3.14B -$1.56B +$1.58B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 8/16/2022, 07:15 AM
Q1 2022 1,991 $46.2B +$3.73B -$1.29B +$2.44B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 5/16/2022, 12:34 PM
Q4 2021 1,980 $46.5B +$3.27B -$927M +$2.35B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 2/8/2022, 04:49 PM
Q3 2021 1,934 $40.9B +$3.5B -$829M +$2.67B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 11/12/2021, 10:25 AM
Q2 2021 1,895 $38.6B +$5.91B -$549M +$5.37B SPY, AAPL, MSFT, AMZN, VOO 13F-HR 8/16/2021, 12:15 PM
Q1 2021 1,742 $30.9B +$1.45B -$2.97B -$1.52B SPY, AAPL, MSFT, VOO, AMZN 13F-HR 5/14/2021, 03:06 PM
Q4 2020 1,701 $30.8B +$2.81B -$489M +$2.32B AAPL, SPY, MSFT, AMZN, VOO 13F-HR 2/16/2021, 03:22 PM
Q3 2020 1,594 $25.6B +$3.23B -$381M +$2.84B AAPL, SPY, MSFT, AMZN, VOO 13F-HR 11/12/2020, 01:39 PM
Q2 2020 1,544 $21.9B +$1.48B -$675M +$806M AAPL, SPY, MSFT, AMZN, VOO 13F-HR 8/13/2020, 05:26 PM
Q1 2020 1,416 $17.7B +$1.32B -$932M +$388M SPY, AAPL, MSFT, VOO, AMZN 13F-HR 5/13/2020, 01:01 PM
Q4 2019 1,465 $22B +$1.67B -$263M +$1.4B SPY, AAPL, MSFT, VOO, IVV 13F-HR 2/14/2020, 03:55 PM
Q3 2019 1,424 $19.2B +$1.26B -$435M +$821M SPY, AAPL, MSFT, VOO, IVV 13F-HR 11/8/2019, 03:16 PM
Q2 2019 1,371 $18.3B +$272M -$1.66B -$1.39B SPY, AAPL, MSFT, VOO, IVV 13F-HR 8/7/2019, 05:06 PM
Q1 2019 1,448 $19.2B +$1.27B -$647M +$620M SPY, AAPL, VOO, MSFT, IVV 13F-HR 4/30/2019, 04:47 PM
Q4 2018 1,441 $16.5B +$1.11B -$2.06B -$947M SPY, AAPL, VOO, MSFT, IVV 13F-HR 2/11/2019, 07:51 PM
Q3 2018 1,556 $20.3B +$2.2B -$724M +$1.48B SPY, AAPL, VOO, MSFT, IWM 13F-HR 11/13/2018, 03:48 PM
Q2 2018 1,458 $17.8B +$3.22B -$373M +$2.84B SPY, AAPL, VOO, MSFT, IWM 13F-HR 8/13/2018, 06:59 PM
Q1 2018 1,286 $14.8B +$1.14B -$654M +$490M SPY, AAPL, VOO, MSFT, IWM Restatement 8/13/2018, 06:57 PM
Q4 2017 1,282 $15.2B +$973M -$308M +$665M SPY, AAPL, VOO, IWM, IWB 13F-HR 2/9/2018, 03:00 PM
Q3 2017 1,236 $13.9B +$619M -$401M +$218M SPY, AAPL, VOO, IWB, IWM 13F-HR 11/13/2017, 07:04 PM
Q2 2017 1,231 $13.2B +$796M -$698M +$98.5M SPY, AAPL, VOO, IWB, IWM 13F-HR 8/11/2017, 03:31 PM
Q1 2017 1,324 $12.9B +$1.45B -$560M +$885M SPY, AAPL, VOO, IWB, IWM 13F-HR 5/15/2017, 01:55 PM
Q4 2016 1,238 $11.5B +$1.04B -$556M +$480M SPY, AAPL, VOO, IWM, IWB 13F-HR 2/14/2017, 12:53 PM
Q3 2016 1,222 $10.7B +$584M -$389M +$195M SPY, AAPL, VOO, IWB, IWM 13F-HR 11/14/2016, 02:27 PM
Q2 2016 1,243 $10.3B +$1.31B -$1.46B -$153M SPY, AAPL, VOO, IWB, GEXXXX 13F-HR 8/12/2016, 08:15 PM
Q1 2016 1,231 $10.5B +$1.54B -$659M +$884M AAPL, SPY, META, LBRDK, OEF Restatement 5/20/2016, 03:55 PM
Q4 2015 1,155 $9.75B +$1.87B -$267M +$1.61B SPY, AAPL, META, OEF, VOO 13F-HR 2/10/2016, 07:27 PM
Q3 2015 1,056 $7.97B +$814M -$646M +$168M AAPL, SPY, IWB, META, HEDJ 13F-HR 11/4/2015, 05:34 PM
Q2 2015 1,040 $8.72B +$762M -$250M +$512M AAPL, IWB, SPY, IWM, META 13F-HR 8/7/2015, 06:14 PM
Q1 2015 1,130 $8.76B +$847M -$349M +$498M AAPL, IWB, SPY, LBRDK, HEDJ 13F-HR 5/14/2015, 08:05 PM
Q4 2014 1,088 $8.31B +$664M -$269M +$396M AAPL, IWB, SPY, ACWI, CVX 13F-HR 2/10/2015, 06:56 PM
Q3 2014 1,076 $7.77B +$2.04B -$107M +$1.93B AAPL, IWB, ACWI, CVX, SPY Restatement 11/20/2014, 06:18 PM
Q2 2014 889 $5.92B +$571M -$111M +$460M IWB, AAPL, CVX, XOM, PG 13F-HR 8/11/2014, 10:30 AM
Q1 2014 863 $5.47B +$636M -$71.2M +$565M IWB, CVX, AAPL, PG, XOM 13F-HR 5/8/2014, 01:19 PM
Q4 2013 651 $4.98B CVX, IWB, AAPL, XOM, PG 13F-HR 1/31/2014, 08:42 AM