Lake Point Wealth Management’s JPMorgan Chase JPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$79K	Buy
2022 Q1	$96K	Buy
2021 Q4	$111K	Hold
2021 Q3	$115K	Buy
2021 Q2	$109K	Buy
2020 Q1	$108K	Sell
2019 Q4	$419K	Buy
2019 Q2	$351K	Hold
2019 Q1	$351K	Sell
2018 Q4	$522K	Buy