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

J.P. Morgan Private Wealth Advisors LLC held 509,670 QUAL 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 509,670 shares
    Change vs previous 13F +40,126 shares

    0.19% of the 13F portfolio, value $67,169,344.

    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 469,544 shares
    Change vs previous 13F -91,609 shares

    0.33% of the 13F portfolio, value $63,327,452.

    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 561,153 shares
    Change vs previous 13F +210,351 shares

    0.15% of the 13F portfolio, value $69,619,447.

    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 350,802 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,977,396.

    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).