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	0.42%	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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWC

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Lake Street Private Wealth's JPIB Position: Q3 2023 in Review

Lake Street Private Wealth sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2023, closing a stake of 54,492 shares — an estimated $2.53M sold.

Lake Street Private Wealth first reported a position in JPIB in Q4 2021 and held it in 7 quarters. The position peaked at $2.53M in Q2 2023. 98 funds tracked by Wall St. Rank hold JPIB as of Q3 2023.

Lake Street Private Wealth reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 54,492 JPMorgan International Bond Opportunities ETF shares in Q3 2023, an estimated $2.53M.
Lake Street Private Wealth first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2021 and held it in 7 quarters.
Lake Street Private Wealth's JPMorgan International Bond Opportunities ETF position peaked at $2.53M in Q2 2023.
98 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.