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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 49,297 IYZ 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 49,297 shares
    Change vs previous 13F -1,817 shares

    <0.01% of the 13F portfolio, value $1,050,021.

    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 51,114 shares
    Change vs previous 13F -3,021 shares

    0.01% of the 13F portfolio, value $1,129,625.

    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 54,135 shares
    Change vs previous 13F -111,191 shares

    <0.01% of the 13F portfolio, value $1,253,767.

    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 165,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,708,262.

    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).