J.P. Morgan Private Wealth Advisors LLC LIN β€” LINDE PLC

Ownership history in J.P. Morgan Private Wealth Advisors LLC  Β·  19 quarters on record

AI Ownership Summary

J.P. Morgan Private Wealth Advisors LLC reported LINDE PLC (LIN) in 19 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J.P. Morgan Private Wealth Advisors LLC's position in LINDE PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
19 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J.P. Morgan Private Wealth Advisors LLC held LIN β€” position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About J.P. Morgan Private Wealth Advisors LLC and LIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has J.P. Morgan Private Wealth Advisors LLC reported owning LIN?

J.P. Morgan Private Wealth Advisors LLC reported LIN across 0 quarterly 13F filings.

What was the largest reported LIN position in J.P. Morgan Private Wealth Advisors LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for LIN in J.P. Morgan Private Wealth Advisors LLC.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2023 Q3, when J.P. Morgan Private Wealth Advisors LLC reported 452,898 shares, equal to 0.48% of portfolio, with an estimated market value of $168.6M.

What does the chart on this LIN ownership page compare?

The chart compares J.P. Morgan Private Wealth Advisors LLC's quarterly LIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did J.P. Morgan Private Wealth Advisors LLC time their LIN position?

Based on 13F filing dates vs. subsequent LIN price moves, J.P. Morgan Private Wealth Advisors LLC correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on LIN relative to SPY over the holding period was +8.4%.

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