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

J.P. Morgan Private Wealth Advisors LLC held 153,556 HEFA 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 153,556 shares
    Change vs previous 13F -25,711 shares

    0.01% of the 13F portfolio, value $4,622,026.

    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 179,267 shares
    Change vs previous 13F -575,628 shares

    0.03% of the 13F portfolio, value $5,557,273.

    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 754,895 shares
    Change vs previous 13F -11,285 shares

    0.05% of the 13F portfolio, value $22,246,756.

    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 766,180 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,686,860.

    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).