JP Morgan Private Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$359K	Sell	7,559 -466	-6%	-$24.1K	﹤0.01%	1389
2023 Q2	$389K	Sell	8,025 -3,368	-30%	-$176K	﹤0.01%	1129
2023 Q1	$714K	Buy	11,393 +288	+3%	+$20.1K	﹤0.01%	1326
2022 Q4	$810K	Sell	11,105 -1,665	-13%	-$127K	﹤0.01%	1248
2022 Q3	$930K	Buy	12,770 +4,412	+53%	+$329K	﹤0.01%	1172
2022 Q2	$555K	Buy	+8,358	New	+$596K	﹤0.01%	1414

Other funds holding LKFN

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Lakeland Financial Corp (LKFN) stake by 5.8% in Q3 2023, selling an estimated $24.1K and leaving 7,559 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

JP Morgan Private Wealth Advisors first reported a position in LKFN in Q2 2022 and has held it in 6 quarters since. The position peaked at $930K in Q3 2022. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,559 shares of Lakeland Financial Corp worth $359K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 466 Lakeland Financial Corp shares in Q3 2023, an estimated $24.1K.
Lakeland Financial Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1389 holding.
JP Morgan Private Wealth Advisors first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Lakeland Financial Corp position peaked at $930K in Q3 2022.
199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

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