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JP Morgan Private Wealth Advisors’s LCI Industries LCII Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.23M Sell
19,030
-1,117
-6% -$140K 0.01% 704
2023
Q2 		$2.55M Sell
20,147
-3,425
-15% -$392K 0.01% 490
2023
Q1 		$2.59M Buy
23,572
+539
+2% +$59K 0.01% 780
2022
Q4 		$2.13M Sell
23,033
-32
-0.1% -$3.14K ﹤0.01% 819
2022
Q3 		$2.34M Buy
23,065
+1,027
+5% +$125K 0.01% 790
2022
Q2 		$2.47M Buy
22,038
+713
+3% +$77.9K 0.01% 774
2022
Q1 		$2.21M Buy
21,325
+6,787
+47% +$850K ﹤0.01% 865
2021
Q4 		$2.27M Buy
14,538
+745
+5% +$111K ﹤0.01% 861
2021
Q3 		$1.86M Buy
13,793
+828
+6% +$114K ﹤0.01% 930
2021
Q2 		$1.7M Buy
12,965
+4,480
+53% +$629K ﹤0.01% 943
2021
Q1 		$1.12M Sell
8,485
-634
-7% -$88.6K ﹤0.01% 987
2020
Q4 		$1.18M Sell
9,119
-2,124
-19% -$261K ﹤0.01% 937
2020
Q3 		$1.2M Sell
11,243
-639
-5% -$74.4K ﹤0.01% 817
2020
Q2 		$1.37M Buy
11,882
+378
+3% +$34.8K 0.01% 698
2020
Q1 		$769K Buy
11,504
+1,364
+13% +$133K ﹤0.01% 795
2019
Q4 		$1.09M Buy
10,140
+24
+0.2% +$2.43K ﹤0.01% 772
2019
Q3 		$929K Buy
10,116
+3,155
+45% +$280K ﹤0.01% 780
2019
Q2 		$626K Sell
6,961
-223
-3% -$19.7K ﹤0.01% 905
2019
Q1 		$552K Buy
7,184
+598
+9% +$47.3K ﹤0.01% 989
2018
Q4 		$440K Sell
6,586
-574
-8% -$41.8K ﹤0.01% 1018
2018
Q3 		$593K Buy
7,160
+1,643
+30% +$154K ﹤0.01% 1013
2018
Q2 		$497K Buy
5,517
+1,014
+23% +$94.2K ﹤0.01% 1008
2018
Q1 		$469K Buy
4,503
+360
+9% +$41.4K ﹤0.01% 888
2017
Q4 		$539K Sell
4,143
-10
-0.2% -$1.23K ﹤0.01% 843
2017
Q3 		$481K Buy
4,153
+777
+23% +$79.2K ﹤0.01% 860
2017
Q2 		$346K Buy
3,376
+666
+25% +$63.9K ﹤0.01% 961
2017
Q1 		$270K Buy
+2,710
New +$292K ﹤0.01% 1113

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LCII Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its LCI Industries (LCII) stake by 5.5% in Q3 2023, selling an estimated $140K and leaving 19,030 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #704.

JP Morgan Private Wealth Advisors first reported a position in LCII in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.59M in Q1 2023. 268 funds tracked by Wall St. Rank hold LCII as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,030 shares of LCI Industries worth $2.23M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,117 LCI Industries shares in Q3 2023, an estimated $140K.
  • LCI Industries made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #704 holding.
  • JP Morgan Private Wealth Advisors first reported a position in LCI Industries in Q1 2017 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's LCI Industries position peaked at $2.59M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.