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

J.P. Morgan Private Wealth Advisors LLC held 588,796 VUG 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 588,796 shares
    Change vs previous 13F -9,519 shares

    0.46% of the 13F portfolio, value $160,335,054.

    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 598,315 shares
    Change vs previous 13F -36,172 shares

    0.88% of the 13F portfolio, value $169,299,231.

    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 634,487 shares
    Change vs previous 13F +53,158 shares

    0.34% of the 13F portfolio, value $158,266,437.

    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 581,329 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $123,887,023.

    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).