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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 9,557 LPLA 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 9,557 shares
    Change vs previous 13F +9,557 shares

    0.01% of the 13F portfolio, value $2,271,247.

    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 0 shares
    Change vs previous 13F -41,106 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-03-31
    13F 41,106 shares
    Change vs previous 13F -1,573 shares

    0.02% of the 13F portfolio, value $8,319,854.

    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 42,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,225,919.

    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).