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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 85,948 BNY 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 85,948 shares
    Change vs previous 13F +85,948 shares

    0.01% of the 13F portfolio, value $3,665,674.

    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 -113,435 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 113,435 shares
    Change vs previous 13F +4,482 shares

    0.01% of the 13F portfolio, value $5,154,486.

    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 108,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,959,541.

    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).