J.P. Morgan Private Wealth Advisors LLC 

CA

  SEC # 1418204

        

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72  SEC Filings   from  11/14/07  to  2/12/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  J.P. Morgan Private Wealth Advisors LLC

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Forms , Documents & Exhibits  in  72 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/12/24			13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management	13
11/7/23			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	56
1/18/18	OLD		4		Ownership:		Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4  OLD	1
7/19/17	OLD		3		Ownership:		Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD	2
					Form-Specific Documents:
11/7/23			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			45

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/12/24			12/31/23		1,662	of	30,972		$36,030,426		NY	JPMorgan Chase & Co.
2/6/24			12/31/23		39	of	125		$15,840		MA	Breed's Hill Capital LLC
7/19/19			6/30/19		19	of	168		$63		CA	Stevens First Principles Investment Advisors

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		1
2023		4
2022		4
2021		4
2020		4
2019		4
2018		6
2017		5
2016		5
2015		4
2014		5
2013		4
2012		4
2011		4
2010		4
2009		5
2008		4
2007		1