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	703 +1	+0.1%	+$124	0.04%	48
2022 Q1	$96K	Buy	702 +1	+0.1%	+$148	0.04%	40
2021 Q4	$111K	Hold	701	–	–	0.05%	42
2021 Q3	$115K	Buy	701 +1	+0.1%	+$157	0.05%	35
2021 Q2	$109K	Buy	+700	New	+$110K	0.05%	40
2020 Q1	$108K	Sell	1,200 -1,807	-60%	-$220K	0.1%	30
2019 Q4	$419K	Buy	+3,007	New	+$386K	0.14%	25
2019 Q2	$351K	Hold	3,136	–	–	0.12%	23
2019 Q1	$351K	Sell	3,136 -2,207	-41%	-$227K	0.12%	23
2018 Q4	$522K	Buy	+5,343	New	+$569K	0.2%	84

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lake Point Wealth Management increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2022, buying an estimated $124 and bringing the position to 703 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #48.

Lake Point Wealth Management first reported a position in JPM in Q4 2018 and has held it in 10 quarters since. The position peaked at $522K in Q4 2018. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Lake Point Wealth Management held 703 shares of JPMorgan Chase worth $79K as of Q2 2022.
Lake Point Wealth Management bought 1 JPMorgan Chase share in Q2 2022, an estimated $124.
JPMorgan Chase made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #48 holding.
Lake Point Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's JPMorgan Chase position peaked at $522K in Q4 2018.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

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