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

J.P. Morgan Private Wealth Advisors LLC held 105,335 SOFI 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 105,335 shares
    Change vs previous 13F -221,252 shares

    <0.01% of the 13F portfolio, value $841,627.

    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 326,587 shares
    Change vs previous 13F -176,749 shares

    0.01% of the 13F portfolio, value $2,723,736.

    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 503,336 shares
    Change vs previous 13F +407,305 shares

    0.01% of the 13F portfolio, value $3,055,250.

    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 96,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,703.

    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).