Skip to content
Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 40,964 IVZ 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 40,964 shares
    Change vs previous 13F -39,576 shares

    <0.01% of the 13F portfolio, value $594,793.

    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 80,540 shares
    Change vs previous 13F -25,495 shares

    0.01% of the 13F portfolio, value $1,353,874.

    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 106,035 shares
    Change vs previous 13F -16,295 shares

    <0.01% of the 13F portfolio, value $1,738,974.

    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 122,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,200,717.

    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).