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

J.P. Morgan Private Wealth Advisors LLC held 144,764 PAA 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 144,764 shares
    Change vs previous 13F +87,373 shares

    0.01% of the 13F portfolio, value $2,217,787.

    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 57,391 shares
    Change vs previous 13F -40,258 shares

    <0.01% of the 13F portfolio, value $809,215.

    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 97,649 shares
    Change vs previous 13F +11,695 shares

    <0.01% of the 13F portfolio, value $1,217,683.

    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 85,954 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,010,819.

    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).