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advised by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 26, 2024 | $50.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| PERSHING LLC | PERSHING LLC | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| $100,000 |
| 500.0% |
| yes |
| E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Nov 28, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Oct 3, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Oct 2, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Oct 2, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Aug 7, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Aug 1, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Jun 6, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |
| Mar 27, 2023 | $0 | 110 | $100,000 | 700.0% | yes | E•••• • H••••• P•••• C•••••• A••••• F•••• L••• |