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

J.P. Morgan Private Wealth Advisors LLC held 238,941 XLP 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 238,941 shares
    Change vs previous 13F -39,859 shares

    0.05% of the 13F portfolio, value $16,441,508.

    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 278,800 shares
    Change vs previous 13F -52,642 shares

    0.11% of the 13F portfolio, value $20,678,615.

    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 331,442 shares
    Change vs previous 13F -24,168 shares

    0.05% of the 13F portfolio, value $24,762,032.

    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 355,610 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,510,726.

    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).