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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 17,113 AVY 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 17,113 shares
    Change vs previous 13F +17,113 shares

    0.01% of the 13F portfolio, value $3,125,990.

    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 0 shares
    Change vs previous 13F -18,083 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-03-31
    13F 18,083 shares
    Change vs previous 13F +1,600 shares

    0.01% of the 13F portfolio, value $3,235,591.

    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 16,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,983,423.

    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).