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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 633,570 JQUA 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 633,570 shares
    Change vs previous 13F -43,075 shares

    0.08% of the 13F portfolio, value $27,414,574.

    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 676,645 shares
    Change vs previous 13F +49,133 shares

    0.16% of the 13F portfolio, value $29,961,841.

    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 627,512 shares
    Change vs previous 13F +388,798 shares

    0.05% of the 13F portfolio, value $25,872,320.

    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 238,714 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,250,168.

    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).