JP Morgan Private Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $230K | Sell |
18,236
-1,931
| -10% | -$26.7K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $270K | Sell |
20,167
-32,576
| -62% | -$455K | ﹤0.01% | 1279 |
|
|
2023
Q1 | $825K | Sell |
52,743
-1,840
| -3% | -$33.4K | ﹤0.01% | 1261 |
|
|
2022
Q4 | $961K | Sell |
54,583
-4,490
| -8% | -$80.1K | ﹤0.01% | 1167 |
|
|
2022
Q3 | $946K | Sell |
59,073
-1,613
| -3% | -$25.7K | ﹤0.01% | 1165 |
|
|
2022
Q2 | $887K | Buy |
60,686
+1,377
| +2% | +$21.1K | ﹤0.01% | 1196 |
|
|
2022
Q1 | $990K | Sell |
59,309
-5,955
| -9% | -$110K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $1.24M | Buy |
65,264
+239
| +0.4% | +$4.39K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $1.15M | Buy |
65,025
+1,820
| +3% | +$30.2K | ﹤0.01% | 1153 |
|
|
2021
Q2 | $1.1M | Sell |
63,205
-20,417
| -24% | -$370K | ﹤0.01% | 1147 |
|
|
2021
Q1 | $1.46M | Sell |
83,622
-3,125
| -4% | -$48.4K | ﹤0.01% | 884 |
|
|
2020
Q4 | $1.1M | Buy |
86,747
+2,109
| +2% | +$24.8K | ﹤0.01% | 972 |
|
|
2020
Q3 | $842K | Sell |
84,638
-4,514
| -5% | -$47.7K | ﹤0.01% | 948 |
|
|
2020
Q2 | $1.02M | Buy |
89,152
+60,433
| +210% | +$651K | ﹤0.01% | 805 |
|
|
2020
Q1 | $310K | Buy |
28,719
+10,698
| +59% | +$158K | ﹤0.01% | 1127 |
|
|
2019
Q4 | $313K | Buy |
18,021
+739
| +4% | +$12.2K | ﹤0.01% | 1219 |
|
|
2019
Q3 | $267K | Buy |
+17,282
| New | +$269K | ﹤0.01% | 1233 |
|
|
2019
Q2 | – | Sell |
-15,700
| Closed | -$234K | – | 1476 |
|
|
2019
Q1 | $234K | Sell |
15,700
-11,874
| -43% | -$188K | ﹤0.01% | 1316 |
|
|
2018
Q4 | $408K | Sell |
27,574
-14,430
| -34% | -$233K | ﹤0.01% | 1046 |
|
|
2018
Q3 | $758K | Buy |
42,004
+3,811
| +10% | +$74K | ﹤0.01% | 922 |
|
|
2018
Q2 | $758K | Buy |
38,193
+1,091
| +3% | +$21.9K | ﹤0.01% | 865 |
|
|
2018
Q1 | $736K | Buy |
37,102
+3,095
| +9% | +$62K | 0.01% | 735 |
|
|
2017
Q4 | $654K | Buy |
34,007
+794
| +2% | +$16.1K | ﹤0.01% | 780 |
|
|
2017
Q3 | $678K | Buy |
33,213
+1,813
| +6% | +$34.2K | ﹤0.01% | 745 |
|
|
2017
Q2 | $592K | Hold |
31,400
| – | – | ﹤0.01% | 785 |
|
|
2017
Q1 | $615K | Hold |
31,400
| – | – | ﹤0.01% | 782 |
|
|
2016
Q4 | $612K | Hold |
31,400
| – | – | 0.01% | 734 |
|
|
2016
Q3 | $441K | Hold |
31,400
| – | – | ﹤0.01% | 830 |
|
|
2016
Q2 | $357K | Hold |
31,400
| – | – | ﹤0.01% | 902 |
|
|
2016
Q1 | $319K | Sell |
31,400
-31,400
| -50% | -$329K | ﹤0.01% | 927 |
|
|
2015
Q4 | $740K | Buy |
62,800
+31,400
| +100% | +$367K | 0.01% | 599 |
|
|
2015
Q3 | $349K | Sell |
31,400
-31,400
| -50% | -$358K | ﹤0.01% | 740 |
|
|
2015
Q2 | $746K | Buy |
62,800
+41,158
| +190% | +$479K | 0.01% | 573 |
|
|
2015
Q1 | $249K | Hold |
21,642
| – | – | ﹤0.01% | 958 |
|
|
2014
Q4 | $253K | Hold |
21,642
| – | – | ﹤0.01% | 933 |
|
|
2014
Q3 | $211K | Sell |
21,642
-31,400
| -59% | -$323K | ﹤0.01% | 970 |
|
|
2014
Q2 | $573K | Sell |
53,042
-3
| -0% | -$31 | 0.01% | 527 |
|
|
2014
Q1 | $568K | Hold |
53,045
| – | – | 0.01% | 530 |
|
|
2013
Q4 | $625K | Buy |
53,045
+31,718
| +149% | +$359K | 0.01% | 412 |
|
|
2013
Q3 | $228K | Buy |
21,327
+203
| +1% | +$2.17K | 0.01% | 568 |
|
|
2013
Q2 | $210K | Buy |
+21,124
| New | +$197K | 0.01% | 564 |
|
Other funds holding LBAI
SFM
JP Morgan Private Wealth Advisors's LBAI Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Lakeland Bancorp Inc (LBAI) stake by 9.6% in Q3 2023, selling an estimated $26.7K and leaving 18,236 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.
JP Morgan Private Wealth Advisors first reported a position in LBAI in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.46M in Q1 2021. 173 funds tracked by Wall St. Rank hold LBAI as of Q3 2023.
- JP Morgan Private Wealth Advisors held 18,236 shares of Lakeland Bancorp Inc worth $230K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,931 Lakeland Bancorp Inc shares in Q3 2023, an estimated $26.7K.
- Lakeland Bancorp Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1586 holding.
- JP Morgan Private Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Lakeland Bancorp Inc position peaked at $1.46M in Q1 2021.
- 173 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.