Lake Street Private Wealth’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Lake Street Private Wealth’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-54,492	Closed	-$2.53M	–	295
2023 Q2	$2.53M	Buy	54,492 +11,702	+27%	+$551K	0.44%	71
2023 Q1	$2.03M	Buy	42,790 +2,764	+7%	+$130K	0.38%	80
2022 Q4	$1.84M	Sell	40,026 -263	-0.7%	-$11.9K	0.38%	81
2022 Q3	$1.79M	Sell	40,289 -4,223	-9%	-$193K	0.41%	69
2022 Q2	$2M	Sell	44,512 -856	-2%	-$40.1K	0.43%	67
2022 Q1	$2.22M	Buy	45,368 +27,676	+156%	+$1.37M	0.4%	74
2021 Q4	$896K	Buy	+17,692	New	+$899K	0.16%	140

Other funds holding JPIB

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return