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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 195,290 SUSA 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 195,290 shares
    Change vs previous 13F -2,751 shares

    0.05% of the 13F portfolio, value $17,570,271.

    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 198,041 shares
    Change vs previous 13F -21,522 shares

    0.1% of the 13F portfolio, value $18,544,585.

    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 219,563 shares
    Change vs previous 13F -837 shares

    0.04% of the 13F portfolio, value $19,271,045.

    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 220,400 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,143,328.

    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).