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Lake Point Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Lake Point Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$9K Buy
+187
New +$9.13K 0.01% 163

Other funds holding JCPB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CHA
Cooper/Haims Advisors Victor, New York $212M AUM 12.19% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Lake Point Wealth Management's JCPB Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2022: 187 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings.

62 funds tracked by Wall St. Rank hold JCPB as of Q2 2022.

  • Lake Point Wealth Management held 187 shares of JPMorgan Core Plus Bond ETF worth $9K as of Q2 2022.
  • JPMorgan Core Plus Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #163 holding.
  • 62 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.