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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 112,738 IBB 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 112,738 shares
    Change vs previous 13F -39,521 shares

    0.04% of the 13F portfolio, value $13,786,701.

    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 152,259 shares
    Change vs previous 13F -86,967 shares

    0.1% of the 13F portfolio, value $19,330,801.

    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 239,226 shares
    Change vs previous 13F -58,493 shares

    0.07% of the 13F portfolio, value $30,898,430.

    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 297,719 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,087,528.

    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).