JP Morgan Private Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,273	Closed	-$435K	–	1811
2023 Q2	$435K	Sell	3,273 -198	-6%	-$26.3K	﹤0.01%	1095
2023 Q1	$455K	Sell	3,471 -610	-15%	-$70.6K	﹤0.01%	1518
2022 Q4	$402K	Buy	4,081 +112	+3%	+$11.7K	﹤0.01%	1554
2022 Q3	$440K	Buy	+3,969	New	+$487K	﹤0.01%	1518

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,273 shares — an estimated $435K sold.

JP Morgan Private Wealth Advisors first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $455K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,273 Life Storage, Inc. shares in Q3 2023, an estimated $435K.
JP Morgan Private Wealth Advisors first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Life Storage, Inc. position peaked at $455K in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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