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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 10,543 HEI 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 10,543 shares
    Change vs previous 13F -1,334 shares

    <0.01% of the 13F portfolio, value $1,707,248.

    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 11,877 shares
    Change vs previous 13F -644 shares

    0.01% of the 13F portfolio, value $2,101,488.

    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 12,521 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $2,141,592.

    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 12,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,930,333.

    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).