Skip to content
Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 873,962 ESGU 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 873,962 shares
    Change vs previous 13F +20,687 shares

    0.23% of the 13F portfolio, value $82,073,755.

    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 853,275 shares
    Change vs previous 13F -2,769 shares

    0.43% of the 13F portfolio, value $83,160,207.

    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 856,044 shares
    Change vs previous 13F +55,737 shares

    0.16% of the 13F portfolio, value $77,429,180.

    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 800,307 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $67,826,018.

    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).