JP Morgan Private Wealth Advisors’s Latham Group SWIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$80.4K	Sell	28,726 -1,659	-5%	-$6K	﹤0.01%	1695
2023 Q2	$113K	Sell	30,385 -13,924	-31%	-$42.5K	﹤0.01%	1435
2023 Q1	$127K	Buy	44,309 +5,919	+15%	+$20.8K	﹤0.01%	1886
2022 Q4	$124K	Sell	38,390 -6,394	-14%	-$23.1K	﹤0.01%	1875
2022 Q3	$161K	Sell	44,784 -8,955	-17%	-$51.1K	﹤0.01%	1840
2022 Q2	$372K	Buy	53,739 +24,145	+82%	+$256K	﹤0.01%	1562
2022 Q1	$392K	Buy	+29,594	New	+$492K	﹤0.01%	1639

Other funds holding SWIM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Latham Group (SWIM) stake by 5.5% in Q3 2023, selling an estimated $6K and leaving 28,726 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

JP Morgan Private Wealth Advisors first reported a position in SWIM in Q1 2022 and has held it in 7 quarters since. The position peaked at $392K in Q1 2022. 107 funds tracked by Wall St. Rank hold SWIM as of Q3 2023.

JP Morgan Private Wealth Advisors held 28,726 shares of Latham Group worth $80.4K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,659 Latham Group shares in Q3 2023, an estimated $6K.
Latham Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1695 holding.
JP Morgan Private Wealth Advisors first reported a position in Latham Group in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Latham Group position peaked at $392K in Q1 2022.
107 funds tracked by Wall St. Rank held Latham Group as of Q3 2023.

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