Advisor Group’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Advisor Group’s Portfolio JMIN Stock Details JMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.54M	Buy	81,104 +33,356	+70%	+$1.02M	0.02%	703
2019 Q3	$1.44M	Buy	+47,748	New	+$1.42M	0.01%	933

Other funds holding JMIN

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Advisor Group's JMIN Position: Q4 2019 in Review

Advisor Group increased its JPMorgan U.S. Minimum Volatility ETF (JMIN) stake by 70% in Q4 2019, buying an estimated $1.02M and bringing the position to 81,104 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #703.

Advisor Group first reported a position in JMIN in Q3 2019 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold JMIN as of Q4 2019.

Advisor Group held 81,104 shares of JPMorgan U.S. Minimum Volatility ETF worth $2.54M as of Q4 2019.
Advisor Group bought 33,356 JPMorgan U.S. Minimum Volatility ETF shares in Q4 2019, an estimated $1.02M.
JPMorgan U.S. Minimum Volatility ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #703 holding.
Advisor Group first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q3 2019 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.