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

J.P. Morgan Private Wealth Advisors LLC held 75,745 MDB 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 75,745 shares
    Change vs previous 13F -540 shares

    0.07% of the 13F portfolio, value $26,197,166.

    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 76,285 shares
    Change vs previous 13F -3,047 shares

    0.16% of the 13F portfolio, value $31,352,372.

    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 79,332 shares
    Change vs previous 13F +72,926 shares

    0.04% of the 13F portfolio, value $18,493,876.

    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 6,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,260,957.

    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).