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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 127,370 DIA 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 127,370 shares
    Change vs previous 13F +4,590 shares

    0.12% of the 13F portfolio, value $42,662,453.

    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 122,780 shares
    Change vs previous 13F -2,680 shares

    0.22% of the 13F portfolio, value $42,217,889.

    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 125,460 shares
    Change vs previous 13F +1,160 shares

    0.09% of the 13F portfolio, value $41,730,505.

    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 124,300 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $41,184,319.

    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).