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Wealthstreet Investment Advisors, LLC: JPM position timeline

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

Wealthstreet Investment Advisors, LLC held 166 JPM shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 166 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $23,000.

    13F-HR 0001580642-22-002227 filed by Wealthstreet Investment 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 ended2021-12-31
    13F 166 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $26,000.

    13F-HR 0001580642-22-000280 filed by Wealthstreet Investment 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 ended2021-09-30
    13F 166 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $27,000.

    13F-HR 0001580642-21-005151 filed by Wealthstreet Investment 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 ended2021-06-30
    13F 166 shares
    Change vs previous 13F -161,929 shares

    0.13% of the 13F portfolio, value $26,000.

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 162,095 shares
    Change vs previous 13F +511 shares

    2.41% of the 13F portfolio, value $24,676,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 161,584 shares
    Change vs previous 13F -1,881 shares

    2.08% of the 13F portfolio, value $20,533,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 163,465 shares
    Change vs previous 13F -3,336 shares

    1.76% of the 13F portfolio, value $15,737,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 166,801 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $15,690,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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