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

J.P. Morgan Private Wealth Advisors LLC held 23,199 SPYM 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 23,199 shares
    Change vs previous 13F -10,618 shares

    <0.01% of the 13F portfolio, value $1,165,965.

    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 33,817 shares
    Change vs previous 13F -6,106 shares

    0.01% of the 13F portfolio, value $1,762,219.

    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 39,923 shares
    Change vs previous 13F +20,827 shares

    <0.01% of the 13F portfolio, value $1,922,292.

    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 19,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $858,938.

    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).