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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 23,423 FEZ 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 23,423 shares
    Change vs previous 13F +4,198 shares

    <0.01% of the 13F portfolio, value $983,992.

    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 19,225 shares
    Change vs previous 13F +4,370 shares

    <0.01% of the 13F portfolio, value $883,945.

    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 14,855 shares
    Change vs previous 13F +6,125 shares

    <0.01% of the 13F portfolio, value $666,990.

    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 8,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,851.

    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).