DFX Intelligence
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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 |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| N••••••• F•••••••• S••••••• L•• | N••••••• F•••••••• S••••••• L•• | Westlake | Texas | United States | no | 8-26740 |
| P••••••• L•• | P••••••• L•• | JERSEY CITY | New Jersey | United States | no | 8-17574 |
| $163M |
| 314 |
| $500,000 |
| 100.0% |
| yes |
| A••••• C••• F•••• L•• |
| Nov 28, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Oct 3, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Oct 2, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Oct 2, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Aug 7, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Aug 1, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jun 6, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Mar 27, 2023 | $238M | 285 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jan 17, 2023 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jan 3, 2023 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Nov 29, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Aug 26, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jul 21, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jun 1, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Mar 30, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Mar 30, 2022 | $228M | 283 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jun 28, 2021 | $195M | 281 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Mar 26, 2021 | $195M | 281 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Nov 19, 2020 | $205M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Oct 22, 2020 | $205M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Jul 14, 2020 | $205M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Jun 26, 2020 | $205M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Mar 27, 2020 | $205M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Dec 18, 2019 | $203M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Jul 24, 2019 | $203M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Jun 20, 2019 | $203M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Mar 29, 2019 | $203M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Mar 29, 2019 | $203M | 280 | $500,000 | 0.0% | yes | A••••• C••• F•••• L•• |
| Jan 25, 2019 | $185M | 280 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jul 3, 2018 | $185M | 280 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Jul 3, 2018 | $185M | 280 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Mar 28, 2018 | $185M | 280 | $500,000 | 100.0% | yes | A••••• C••• F•••• L•• |
| Aug 25, 2017 | $79.2M | 229 | $500,000 | 200.0% | yes | A••••• C••• F•••• L•• |
| May 10, 2017 | $79.2M | 229 | $500,000 | 200.0% | yes | A••••• C••• F•••• L•• |
| May 10, 2017 | $79.2M | 229 | $500,000 | 200.0% | yes | A••••• C••• F•••• L•• |
| Apr 10, 2017 | $79.2M | 229 | $500,000 | 200.0% | yes | A••••• C••• F•••• L•• |
| Mar 31, 2017 | $79.2M | 229 | $500,000 | 200.0% | yes | A••••• C••• F•••• L•• |