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

J.P. Morgan Private Wealth Advisors LLC held 45,854 SCHX 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 45,854 shares
    Change vs previous 13F -14,217 shares

    0.01% of the 13F portfolio, value $2,320,215.

    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 60,071 shares
    Change vs previous 13F -155,716 shares

    0.02% of the 13F portfolio, value $3,145,938.

    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 215,787 shares
    Change vs previous 13F -24,890 shares

    0.02% of the 13F portfolio, value $10,437,617.

    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 240,677 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,866,567.

    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).