Managers / Q1 2020 · view latest →
J.P. Morgan Private Wealth Advisors LLC
CIK 0001418204 · Part of the JPMorgan Chase family · 111 PINE STREET, SAN FRANCISCO, CA, 94111 · 4152965727
Reported Value
$17.7B
Q1 2020
Positions
1,656
Filings on Record
20
2019–present window
Filed
May 13, 2020
original filing
Summary
J.P. Morgan Private Wealth Advisors Llc reported $17.7B in U.S.-listed holdings across 1,656 positions for Q1 2020.
Its largest position, Spdr S P 500 Etf Tr, represents 4.3% of the portfolio.
Compared with Q4 2019, the fund opened 134 new positions and exited 183.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 59.4% · $10.5B
- ETP · 32.5% · $5.7B
- REIT · 3.7% · $655M
- Other · 2.9% · $513M
- ADR · 1.1% · $200M
- Other · 0.3% · $59M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2023 | $35.0B | 1,710 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $19.3B | 1,462 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $47.1B | 1,929 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $44.78T | 1,921 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $38.3B | 1,915 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $39.1B | 1,917 | Aug 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $46.2B | 1,996 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $46.5B | 1,983 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $40.9B | 1,935 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $38.6B | 1,895 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $30.9B | 1,742 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $30.9B | 1,702 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $25.6B | 1,595 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $21.9B | 1,545 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $17.7B | 1,656 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $22.0B | 1,466 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $19.2B | 1,425 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $18.3B | 1,375 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $19.2B | 1,455 | Apr 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $16.5B | 1,443 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.