JP Morgan Private Wealth Advisors’s Leslie's LESL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$281K	Buy	+2,484	New	+$325K	﹤0.01%	1507
2023 Q2	–	Sell	-7,259	Closed	-$1.6M	–	1711
2023 Q1	$1.6M	Buy	7,259 +1,496	+26%	+$389K	﹤0.01%	966
2022 Q4	$1.41M	Sell	5,763 -499	-8%	-$139K	﹤0.01%	982
2022 Q3	$1.84M	Buy	6,262 +493	+9%	+$148K	﹤0.01%	875
2022 Q2	$1.75M	Buy	5,769 +203	+4%	+$75.8K	﹤0.01%	888
2022 Q1	$2.15M	Buy	5,566 +2,021	+57%	+$840K	﹤0.01%	873
2021 Q4	$1.68M	Buy	3,545 +922	+35%	+$398K	﹤0.01%	987
2021 Q3	$1.08M	Buy	2,623 +203	+8%	+$97.2K	﹤0.01%	1180
2021 Q2	$1.33M	Buy	2,420 +699	+41%	+$383K	﹤0.01%	1056
2021 Q1	$843K	Buy	1,721 +888	+107%	+$454K	﹤0.01%	1115
2020 Q4	$463K	Buy	+833	New	+$375K	﹤0.01%	1317

Other funds holding LESL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Leslie's (LESL) in Q3 2023: 2,484 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LESL as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in LESL in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.15M in Q1 2022. 224 funds tracked by Wall St. Rank hold LESL as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,484 shares of Leslie's worth $281K as of Q3 2023.
Leslie's was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Leslie's made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1507 holding.
JP Morgan Private Wealth Advisors first reported a position in Leslie's in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Leslie's position peaked at $2.15M in Q1 2022.
224 funds tracked by Wall St. Rank held Leslie's as of Q3 2023.

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