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 1710 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	1,710	$35B	+$18.3B	-$1.76B	+$16.5B	AAPL, MSFT, SPY, VOO, NVDA	13F-HR	11/7/2023, 08:50 PM
Q2 2023	1,462	$19.3B	+$378M	-$29.4B	-$29B	SPY, VOO, IVV, QQQ, MRK	13F-HR	7/28/2023, 02:02 PM
Q1 2023	1,929	$47.1B	+$2.75B	-$3.38B	-$628M	SPY, ANET, AAPL, MSFT, VOO	13F-HR	5/11/2023, 09:16 PM
Q4 2022	1,921	$44.8B	+$5.31B	-$1.94B	+$3.36B	SPY, ANET, AAPL, MSFT, VOO	13F-HR	2/13/2023, 04:35 PM
Q3 2022	1,915	$38.3B	+$3.31B	-$1.22B	+$2.09B	SPY, AAPL, MSFT, VOO, AMZN	13F-HR	11/3/2022, 06:22 PM
Q2 2022	1,917	$39.1B	+$3.14B	-$1.71B	+$1.43B	SPY, AAPL, MSFT, VOO, AMZN	13F-HR	8/16/2022, 07:15 AM
Q1 2022	1,994	$46.2B	+$3.73B	-$1.43B	+$2.3B	SPY, AAPL, MSFT, VOO, AMZN	13F-HR	5/16/2022, 12:34 PM
Q4 2021	1,983	$46.5B	+$3.27B	-$1.1B	+$2.18B	SPY, AAPL, MSFT, VOO, AMZN	13F-HR	2/8/2022, 05:49 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	1,702	$30.9B	+$2.81B	-$577M	+$2.23B	AAPL, SPY, MSFT, AMZN, VOO	13F-HR	2/16/2021, 04:22 PM
Q3 2020	1,595	$25.6B	+$3.23B	-$399M	+$2.83B	AAPL, SPY, MSFT, AMZN, VOO	13F-HR	11/12/2020, 02:39 PM
Q2 2020	1,545	$21.9B	+$1.48B	-$854M	+$627M	AAPL, SPY, MSFT, AMZN, VOO	13F-HR	8/13/2020, 05:26 PM
Q1 2020	1,417	$17.7B	+$1.32B	-$1.04B	+$285M	SPY, AAPL, MSFT, VOO, AMZN	13F-HR	5/13/2020, 01:01 PM
Q4 2019	1,466	$22B	+$1.67B	-$348M	+$1.32B	SPY, AAPL, MSFT, VOO, IVV	13F-HR	2/14/2020, 04:55 PM
Q3 2019	1,425	$19.2B	+$1.26B	-$551M	+$705M	SPY, AAPL, MSFT, VOO, IVV	13F-HR	11/8/2019, 04:16 PM
Q2 2019	1,372	$18.3B	+$272M	-$1.84B	-$1.57B	SPY, AAPL, MSFT, VOO, IVV	13F-HR	8/7/2019, 05:06 PM
Q1 2019	1,452	$19.2B	+$1.27B	-$737M	+$531M	SPY, AAPL, VOO, MSFT, IVV	13F-HR	4/30/2019, 04:47 PM
Q4 2018	1,443	$16.5B	+$1.11B	-$2.12B	-$1.01B	SPY, AAPL, VOO, MSFT, IVV	13F-HR	2/11/2019, 08:51 PM
Q3 2018	1,561	$20.3B	+$2.21B	-$810M	+$1.39B	SPY, AAPL, VOO, MSFT, IWM	13F-HR	11/13/2018, 04:48 PM
Q2 2018	1,458	$17.9B	+$3.22B	-$608M	+$2.61B	SPY, AAPL, VOO, MSFT, IWM	13F-HR	8/13/2018, 06:59 PM
Q1 2018	1,287	$14.8B	+$1.14B	-$1.35B	-$212M	SPY, AAPL, VOO, MSFT, IWM	Restatement	8/13/2018, 06:57 PM
Q4 2017	1,283	$15.2B	+$973M	-$433M	+$540M	SPY, AAPL, VOO, IWM, IWB	13F-HR	2/9/2018, 04:00 PM
Q3 2017	1,237	$13.9B	+$619M	-$472M	+$146M	SPY, AAPL, VOO, IWB, IWM	13F-HR	11/13/2017, 08:04 PM
Q2 2017	1,231	$13.2B	+$796M	-$847M	-$50.8M	SPY, AAPL, VOO, IWB, IWM	13F-HR	8/11/2017, 03:31 PM
Q1 2017	1,331	$12.9B	+$1.45B	-$603M	+$843M	SPY, AAPL, VOO, IWB, IWM	13F-HR	5/15/2017, 01:55 PM
Q4 2016	1,243	$11.5B	+$1.04B	-$532M	+$503M	SPY, AAPL, VOO, IWM, IWB	13F-HR	2/14/2017, 01:53 PM
Q3 2016	1,225	$10.7B	+$585M	-$505M	+$80.1M	SPY, AAPL, VOO, IWB, IWM	13F-HR	11/14/2016, 03:27 PM
Q2 2016	1,256	$10.3B	+$1.32B	-$1.64B	-$322M	SPY, AAPL, VOO, IWB, GE	13F-HR	8/12/2016, 08:15 PM
Q1 2016	1,242	$10.5B	+$1.54B	-$862M	+$681M	AAPL, SPY, META, LBRDK, OEF	Restatement	5/20/2016, 03:55 PM
Q4 2015	1,155	$9.75B	+$1.87B	-$412M	+$1.46B	SPY, AAPL, META, OEF, VOO	13F-HR	2/10/2016, 08:27 PM
Q3 2015	1,056	$7.97B	+$814M	-$856M	-$42.7M	AAPL, SPY, IWB, META, HEDJ	13F-HR	11/4/2015, 06:34 PM
Q2 2015	1,040	$8.72B	+$762M	-$740M	+$21.6M	AAPL, IWB, SPY, IWM, META	13F-HR	8/7/2015, 06:14 PM
Q1 2015	1,132	$8.76B	+$850M	-$483M	+$367M	AAPL, IWB, SPY, LBRDK, HEDJ	13F-HR	5/14/2015, 08:05 PM
Q4 2014	1,091	$8.31B	+$664M	-$352M	+$312M	AAPL, IWB, SPY, ACWI, CVX	13F-HR	2/10/2015, 07:56 PM
Q3 2014	1,076	$7.78B	+$2.04B	-$150M	+$1.89B	AAPL, IWB, ACWI, CVX, SPY	Restatement	11/20/2014, 07:18 PM
Q2 2014	889	$5.92B	+$571M	-$178M	+$393M	IWB, AAPL, CVX, XOM, PG	13F-HR	8/11/2014, 10:30 AM
Q1 2014	883	$5.47B	+$639M	-$151M	+$487M	IWB, CVX, AAPL, PG, XOM	13F-HR	5/8/2014, 01:19 PM
Q4 2013	651	$4.98B	$0	$0		CVX, IWB, AAPL, XOM, PG	13F-HR	1/31/2014, 09:42 AM

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