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Disclosery

J.P. Morgan Private Wealth Advisors LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.P. Morgan Private Wealth Advisors LLC on ACWI, newest first. How the timeline and the estimate are built.

J.P. Morgan Private Wealth Advisors LLC held 350,729 ACWI shares at 2023-09-30 per its 13F-HR filed 2023-11-08.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 350,729 shares
    Change vs previous 13F -13,135 shares

    0.09% of the 13F portfolio, value $32,396,804.

    13F-HR 0001085146-23-004190 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 363,864 shares
    Change vs previous 13F -78,861 shares

    0.18% of the 13F portfolio, value $34,909,078.

    13F-HR 0001085146-23-002947 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 442,725 shares
    Change vs previous 13F -65,674 shares

    0.09% of the 13F portfolio, value $40,358,811.

    13F-HR 0001085146-23-002277 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 508,399 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $43,152,907.

    13F-HR 0001085146-23-001130 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).