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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 25,496 CBSH 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 25,496 shares
    Change vs previous 13F -2,300 shares

    <0.01% of the 13F portfolio, value $1,223,296.

    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 27,796 shares
    Change vs previous 13F -17,451 shares

    0.01% of the 13F portfolio, value $1,353,652.

    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 45,247 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $2,640,162.

    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 44,943 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,059,270.

    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).