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J.P. Morgan Private Wealth Advisors LLC 13F 持仓 · 最近申报 2023年Q3

J.P. Morgan Private Wealth Advisors 在 2023年Q3(报告期截至 2023-09-30)的 SEC 13F 申报中报告了 1,709 只证券,申报市值合计 350.10 亿美元。前几大持仓:AAPL(4.15%)、MSFT(4.12%)、SPY(2.73%)。本季前 25 大持仓中:新建仓 13 只、减持 12 只。

排名代码公司市值占组合股数变动
1AAPLAPPLE INC$1.45B4.15%8.5M新建仓
2MSFTMICROSOFT CORP$1.44B4.12%4.6M新建仓
3SPYSPDR S&P 500 ETF TR$954.5M2.73%2.2M减持
4VOOVANGUARD INDEX FDS$774.7M2.21%2.0M减持
5NVDANVIDIA CORPORATION$728.5M2.08%1.7M新建仓
6GOOGLALPHABET INC$634.5M1.81%4.8M新建仓
7AMZNAMAZON COM INC$610.1M1.74%4.8M新建仓
8AVGOBROADCOM INC$560.6M1.60%674,906新建仓
9IVVISHARES TR$554.3M1.58%1.3M减持
10LLYELI LILLY & CO$435.7M1.24%811,230新建仓
11QQQINVESCO QQQ TR$395.1M1.13%1.1M减持
12VVISA INC$358.3M1.02%1.6M新建仓
13CVXCHEVRON CORP NEW$348.8M1.00%2.1M新建仓
14IWFISHARES TR$342.8M0.98%1.3M减持
15ETNEATON CORP PLC$340.5M0.97%1.6M新建仓
16ABBVABBVIE INC$332.1M0.95%2.2M减持
17PEPPEPSICO INC$329.2M0.94%1.9M新建仓
18UNHUNITEDHEALTH GROUP INC$328.9M0.94%652,239减持
19MRKMERCK & CO INC$315.3M0.90%3.1M减持
20VIGVANGUARD SPECIALIZED FUNDS$303.4M0.87%2.0M减持
21BRKBBERKSHIRE HATHAWAY INC DEL$295.0M0.84%842,194减持
22XOMEXXON MOBIL CORP$295.5M0.84%2.5M新建仓
23VEAVANGUARD TAX-MANAGED FDS$292.2M0.83%6.7M减持
24GOOGALPHABET INC$278.4M0.80%2.1M新建仓
25IWBISHARES TR$257.0M0.73%1.1M减持

来源:SEC 13F 申报文件 · 截至 2023-09-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR