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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 90,050 UAL 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 90,050 shares
    Change vs previous 13F -12,361 shares

    0.01% of the 13F portfolio, value $3,809,115.

    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 102,411 shares
    Change vs previous 13F -7,227 shares

    0.03% of the 13F portfolio, value $5,619,292.

    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 109,638 shares
    Change vs previous 13F -10,722 shares

    0.01% of the 13F portfolio, value $4,851,482.

    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 120,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,537,572.

    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).