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

J.P. Morgan Private Wealth Advisors LLC held 7,013 DORM 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 7,013 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $531,305.

    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 7,618 shares
    Change vs previous 13F -1,457 shares

    <0.01% of the 13F portfolio, value $600,527.

    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 9,075 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $782,810.

    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 8,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $724,757.

    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).