Lake Point Wealth Management Jpmorgan Diversified Return Us Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$92.22 - $98.22 $5,625 - $5,991	-61 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	N/A	61 New	61 $5,000

Others Institutions Holding JPUS

# of Institutions

95

Shares Held

2.41M

Call Options Held

0

Put Options Held

0

Modera Wealth Management, LLC

272K
Shares

$33.5 Million
0.4% of portfolio
Bank Of America Corp Charlotte, NC

266K
Shares

$32.7 Million
0.0% of portfolio
St Germain D J CO Inc Springfield, MA

249K
Shares

$30.6 Million
1.29% of portfolio
Captrust Financial Advisors Raleigh, NC

213K
Shares

$26.3 Million
0.06% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

198K
Shares

$24.4 Million
2.74% of portfolio

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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