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Polaris Wealth Advisory Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Polaris Wealth Advisory Group, LLC held 201,226 JPM shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 201,226 shares
    Change vs previous 13F +33,706 shares

    2.22% of the 13F portfolio, value $29,181,745.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, 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 167,520 shares
    Change vs previous 13F +7,807 shares

    1.85% of the 13F portfolio, value $24,364,137.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, 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 159,713 shares
    Change vs previous 13F -9,030 shares

    1.53% of the 13F portfolio, value $20,812,195.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, 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 168,743 shares
    Change vs previous 13F -9,724 shares

    1.76% of the 13F portfolio, value $23,561,554.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 178,467 shares
    Change vs previous 13F -125,620 shares

    1.56% of the 13F portfolio, value $18,737,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 304,087 shares
    Change vs previous 13F +37,340 shares

    2.74% of the 13F portfolio, value $34,243,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 266,747 shares
    Change vs previous 13F +194,134 shares

    2.34% of the 13F portfolio, value $34,968,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 72,613 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $11,498,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).