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Disclosery

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

J.P. Morgan Private Wealth Advisors LLC held 312,151 VIGI 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 312,151 shares
    Change vs previous 13F -8,362 shares

    0.06% of the 13F portfolio, value $22,265,742.

    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 320,513 shares
    Change vs previous 13F -207,428 shares

    0.12% of the 13F portfolio, value $24,067,304.

    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 527,941 shares
    Change vs previous 13F +114,704 shares

    0.08% of the 13F portfolio, value $38,898,693.

    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 413,237 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,773,692.

    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).