Lake Point Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11.1M	Buy	+222,500	New	+$11.2M	6.33%	8
2020 Q1	–	Sell	-591	Closed	-$30K	–	425
2019 Q4	$30K	Buy	+591	New	+$29.8K	0.01%	169
2019 Q2	$40K	Hold	795	–	–	0.01%	169
2019 Q1	$40K	Sell	795 -25,862	-97%	-$1.3M	0.01%	169
2018 Q4	$1.34M	Buy	+26,657	New	+$1.34M	0.5%	39

Other funds holding JPST

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2022: 222,500 shares worth $11.1M. The stake represents 6.33% of the portfolio and ranks #8 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in JPST as recently as Q4 2019.

Lake Point Wealth Management first reported a position in JPST in Q4 2018 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold JPST as of Q2 2022.

Lake Point Wealth Management held 222,500 shares of JPMorgan Ultra-Short Income ETF worth $11.1M as of Q2 2022.
JPMorgan Ultra-Short Income ETF was a new Lake Point Wealth Management position in Q2 2022.
JPMorgan Ultra-Short Income ETF made up 6.33% of Lake Point Wealth Management's portfolio in Q2 2022, its #8 holding.
Lake Point Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 5 quarters since.
839 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2022.

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