Lake Point Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Lake Point Wealth Management’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	332
2019 Q4	$2K	Buy	+31	New	+$1.71K	﹤0.01%	489
2019 Q2	$2K	Hold	31	–	–	﹤0.01%	541
2019 Q1	$2K	Buy	+31	New	+$1.69K	﹤0.01%	539

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Lake Point Wealth Management's JPIN Position: Q1 2020 in Review

Lake Point Wealth Management held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q1 2020 at 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Lake Point Wealth Management first reported a position in JPIN in Q1 2019 and has held it in 4 quarters since. The position peaked at $2K in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Lake Point Wealth Management held 31 shares of JPMorgan Diversified Return International Equity ETF worth $1K as of Q1 2020.
Lake Point Wealth Management left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q1 2020.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #332 holding.
Lake Point Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and has held it in 4 quarters since.
Lake Point Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $2K in Q4 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.