13F Filings History of J.P. Morgan Private Wealth Advisors LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Signature - Title
Holly Lam - Chief Compliance Officer
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 $35,010,290,265 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.

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Holdings Value

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

Name Holdings Value Location File Number
JPMORGAN CHASE & CO $1,485,712,373,003 New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 $0 13F-NT 08 Nov 2024, 09:44
Q2 2024 $0 13F-NT 12 Aug 2024, 13:45
Q1 2024 $0 13F-NT 10 May 2024, 15:53
Q4 2023 0 $0 -$35,009,841,012 -$35,009,841,012 13F-NT 12 Feb 2024, 11:06
Q3 2023 1,710 $35,010,290,265 +$18,289,710,089 -$1,763,431,284 +$16,526,278,805 AAPL, MSFT, SPY, VOO, NVDA 13F-HR 07 Nov 2023, 20:50
Q2 2023 1,462 $19,257,560,982 +$377,533,721 -$29,391,608,257 -$29,014,074,536 SPY, VOO, IVV, QQQ, MRK 13F-HR 28 Jul 2023, 14:02
Q1 2023 1,929 $47,130,995,628 +$2,752,379,630 -$3,380,631,934 -$628,252,304 SPY, ANET, AAPL, MSFT, VOO 13F-HR 11 May 2023, 21:16
Q4 2022 1,921 $44,770,740,546 +$5,305,713,713 -$1,944,691,014 +$3,361,022,699 SPY, ANET, AAPL, MSFT, VOO 13F-HR 13 Feb 2023, 16:35
Q3 2022 1,915 $38,266,221,000 +$3,310,446,441 -$1,224,308,130 +$2,086,138,311 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 03 Nov 2022, 18:22
Q2 2022 1,917 $39,119,885,000 +$3,139,576,756 -$1,708,519,869 +$1,431,056,887 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 16 Aug 2022, 07:15
Q1 2022 1,994 $46,175,971,000 +$3,730,662,956 -$1,429,355,177 +$2,301,307,779 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 16 May 2022, 12:34
Q4 2021 1,983 $46,500,681,000 +$3,273,637,678 -$1,098,401,524 +$2,175,236,154 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 08 Feb 2022, 17:49
Q3 2021 1,934 $40,882,789,000 +$3,503,149,801 -$829,314,381 +$2,673,835,420 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 12 Nov 2021, 10:25
Q2 2021 1,895 $38,632,186,000 +$5,914,329,335 -$548,535,618 +$5,365,793,717 SPY, AAPL, MSFT, AMZN, VOO 13F-HR 16 Aug 2021, 12:15
Q1 2021 1,742 $30,896,247,000 +$1,448,727,322 -$2,968,376,226 -$1,519,648,904 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 14 May 2021, 15:06
Q4 2020 1,702 $30,851,227,000 +$2,806,518,936 -$577,445,794 +$2,229,073,142 AAPL, SPY, MSFT, AMZN, VOO 13F-HR 16 Feb 2021, 16:22
Q3 2020 1,595 $25,647,715,000 +$3,225,840,333 -$398,669,572 +$2,827,170,761 AAPL, SPY, MSFT, AMZN, VOO 13F-HR 12 Nov 2020, 14:39
Q2 2020 1,545 $21,919,697,000 +$1,481,171,764 -$853,829,773 +$627,341,991 AAPL, SPY, MSFT, AMZN, VOO 13F-HR 13 Aug 2020, 17:26
Q1 2020 1,417 $17,653,370,000 +$1,321,198,472 -$1,036,408,796 +$284,789,676 SPY, AAPL, MSFT, VOO, AMZN 13F-HR 13 May 2020, 13:01
Q4 2019 1,466 $22,023,014,000 +$1,668,072,433 -$348,164,068 +$1,319,908,365 SPY, AAPL, MSFT, VOO, IVV 13F-HR 14 Feb 2020, 16:55
Q3 2019 1,425 $19,192,101,000 +$1,256,138,915 -$551,375,203 +$704,763,712 SPY, AAPL, MSFT, VOO, IVV 13F-HR 08 Nov 2019, 16:16
Q2 2019 1,372 $18,254,554,000 +$272,090,289 -$1,842,924,535 -$1,570,834,246 SPY, AAPL, MSFT, VOO, IVV 13F-HR 07 Aug 2019, 17:06
Q1 2019 1,452 $19,176,201,000 +$1,268,844,521 -$737,441,721 +$531,402,800 SPY, AAPL, VOO, MSFT, IVV 13F-HR 30 Apr 2019, 16:47
Q4 2018 1,443 $16,457,544,000 +$1,113,120,457 -$2,123,826,466 -$1,010,706,009 SPY, AAPL, VOO, MSFT, IVV 13F-HR 11 Feb 2019, 20:51
Q3 2018 1,561 $20,346,379,000 +$2,205,050,050 -$810,131,775 +$1,394,918,275 SPY, AAPL, VOO, MSFT, IWM 13F-HR 13 Nov 2018, 16:48
Q2 2018 1,458 $17,850,154,000 +$3,216,141,590 -$607,958,687 +$2,608,182,903 SPY, AAPL, VOO, MSFT, IWM 13F-HR 13 Aug 2018, 18:59
Q1 2018 1,287 $14,786,142,000 +$1,143,432,985 -$1,354,953,639 -$211,520,654 SPY, AAPL, VOO, MSFT, IWM Restatement 13 Aug 2018, 18:57
Q4 2017 1,283 $15,183,801,000 +$973,211,467 -$433,478,208 +$539,733,259 SPY, AAPL, VOO, IWM, IWB 13F-HR 09 Feb 2018, 16:00
Q3 2017 1,237 $13,893,943,000 +$618,952,675 -$472,469,978 +$146,482,697 SPY, AAPL, VOO, IWB, IWM 13F-HR 13 Nov 2017, 20:04
Q2 2017 1,231 $13,175,057,000 +$795,962,521 -$846,724,251 -$50,761,730 SPY, AAPL, VOO, IWB, IWM 13F-HR 11 Aug 2017, 15:31
Q1 2017 1,331 $12,912,449,000 +$1,445,682,201 -$603,042,167 +$842,640,034 SPY, AAPL, VOO, IWB, IWM 13F-HR 15 May 2017, 13:55
Q4 2016 1,243 $11,497,895,000 +$1,035,564,608 -$532,484,013 +$503,080,595 SPY, AAPL, VOO, IWM, IWB 13F-HR 14 Feb 2017, 13:53
Q3 2016 1,225 $10,718,363,000 +$584,767,896 -$504,652,705 +$80,115,191 SPY, AAPL, VOO, IWB, IWM 13F-HR 14 Nov 2016, 15:27
Q2 2016 1,256 $10,283,976,000 +$1,319,071,489 -$1,640,906,619 -$321,835,130 SPY, AAPL, VOO, IWB, GE 13F-HR 12 Aug 2016, 20:15
Q1 2016 1,242 $10,460,356,000 +$1,543,109,269 -$862,493,856 +$680,615,413 AAPL, SPY, META, LBRDK, OEF Restatement 20 May 2016, 15:55
Q4 2015 1,155 $9,746,885,000 +$1,872,839,934 -$411,979,250 +$1,460,860,684 SPY, AAPL, META, OEF, VOO 13F-HR 10 Feb 2016, 20:27
Q3 2015 1,056 $7,965,764,000 +$813,774,670 -$856,478,779 -$42,704,109 AAPL, SPY, IWB, META, HEDJ 13F-HR 04 Nov 2015, 18:34
Q2 2015 1,040 $8,716,796,000 +$762,052,375 -$740,404,306 +$21,648,069 AAPL, IWB, SPY, IWM, META 13F-HR 07 Aug 2015, 18:14
Q1 2015 1,132 $8,760,465,000 +$850,082,572 -$482,990,097 +$367,092,475 AAPL, IWB, SPY, LBRDK, HEDJ 13F-HR 14 May 2015, 20:05
Q4 2014 1,091 $8,313,798,000 +$664,496,536 -$352,298,571 +$312,197,965 AAPL, IWB, SPY, ACWI, CVX 13F-HR 10 Feb 2015, 19:56
Q3 2014 1,076 $7,775,029,000 +$2,037,389,535 -$150,154,211 +$1,887,235,324 AAPL, IWB, ACWI, CVX, SPY Restatement 20 Nov 2014, 19:18
Q2 2014 889 $5,923,998,000 +$570,989,038 -$178,047,617 +$392,941,421 IWB, AAPL, CVX, XOM, PG 13F-HR 11 Aug 2014, 10:30
Q1 2014 883 $5,473,745,000 +$638,505,754 -$151,119,733 +$487,386,021 IWB, CVX, AAPL, PG, XOM 13F-HR 08 May 2014, 13:19
Q4 2013 651 $4,977,761,000 $0 $0 $0 CVX, IWB, AAPL, XOM, PG 13F-HR 31 Jan 2014, 09:42