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Disclosery

J.P. Morgan Private Wealth Advisors LLC: ALLE 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 ALLE, newest first. How the timeline and the estimate are built.

J.P. Morgan Private Wealth Advisors LLC held 46,205 ALLE 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 46,205 shares
    Change vs previous 13F -10,046 shares

    0.01% of the 13F portfolio, value $4,814,533.

    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 56,251 shares
    Change vs previous 13F -26,685 shares

    0.04% of the 13F portfolio, value $6,751,242.

    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 82,936 shares
    Change vs previous 13F -3,086 shares

    0.02% of the 13F portfolio, value $8,851,759.

    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 86,022 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,054,676.

    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).