J.P. Morgan Private Wealth Advisors LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 5,923,998
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/11/2014 | 889 | 5,923,998 | 13F-HR | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
| Q1 2014 | 5/8/2014 | 873 | 5,473,758 | 13F-HR | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
| Q4 2013 | 1/31/2014 | 651 | 4,977,761 | 13F-HR | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.769 M | 80.8% | 372.3 K | 0 | 372.3 K |
| ETFs | 1.135 M | 19.2% | 76.09 K | 0 | 76.09 K |
| Other | 614 | 0.0% | 0 | 108 | -108 |
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Fund Snapshot
Q2 2014
Latest filed
8/11/2014
Total value ($000)
5,923,998
Holdings
889
QoQ value change ($000)
450,240
(8.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.