LPWM
JPUS

Lake Point Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Lake Point Wealth Management’s Portfolio JPUS Stock Details JPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$4K Hold
61
– – ﹤0.01% 192
2019
Q4 		$5K Buy
+61
New +$4.71K ﹤0.01% 370
2019
Q2 		$5K Hold
61
– – ﹤0.01% 424
2019
Q1 		$5K Buy
+61
New +$4.31K ﹤0.01% 424

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Lake Point Wealth Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2020 at 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Lake Point Wealth Management first reported a position in JPUS in Q1 2019 and has held it in 4 quarters since. The position peaked at $5K in Q4 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

  • Lake Point Wealth Management held 61 shares of JPMorgan Diversified Return US Equity ETF worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2020.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #192 holding.
  • Lake Point Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $5K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

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