Skip to content
Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 60,211 TROW 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 60,211 shares
    Change vs previous 13F -11,934 shares

    0.02% of the 13F portfolio, value $6,314,370.

    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 72,145 shares
    Change vs previous 13F -9,481 shares

    0.04% of the 13F portfolio, value $8,081,689.

    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 81,626 shares
    Change vs previous 13F +7,432 shares

    0.02% of the 13F portfolio, value $9,215,575.

    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 74,194 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,091,598.

    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).