CAM
JMIN

Concorde Asset Management’s JPMorgan U.S. Minimum Volatility ETF JMIN Stock Holding History

Concorde Asset Management’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
2022
Q3 		– Sell
-7,465
Closed -$264K – 148
2022
Q2 		$264K Sell
7,465
-1,038
-12% -$38.5K 0.4% 74
2022
Q1 		$327K Sell
8,503
-2,483
-23% -$92.2K 0.22% 103
2021
Q4 		$425K Sell
10,986
-401
-4% -$14.8K 0.25% 111
2021
Q3 		$401K Buy
11,387
+32
+0.3% +$1.16K 0.23% 129
2021
Q2 		$400K Buy
11,355
+28
+0.2% +$978 0.22% 116
2021
Q1 		$379K Buy
+11,327
New +$366K 0.22% 117
2020
Q4 		– Sell
-11,396
Closed -$334K – 204
2020
Q3 		$334K Buy
11,396
+71
+0.6% +$2.09K 0.19% 126
2020
Q2 		$316K Sell
11,325
-2,391
-17% -$65.2K 0.26% 81
2020
Q1 		$339K Buy
13,716
+5,762
+72% +$171K 0.35% 65
2019
Q4 		$250K Buy
+7,954
New +$242K 0.17% 115

Concorde Asset Management's JMIN Position: Q3 2022 in Review

Concorde Asset Management sold out of JPMorgan U.S. Minimum Volatility ETF (JMIN) in Q3 2022, closing a stake of 7,465 shares — an estimated $264K sold.

Concorde Asset Management first reported a position in JMIN in Q4 2019 and held it in 10 quarters. The position peaked at $425K in Q4 2021. 0 funds tracked by Wall St. Rank hold JMIN as of Q3 2022.

  • Concorde Asset Management reported no remaining JPMorgan U.S. Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Concorde Asset Management sold 7,465 JPMorgan U.S. Minimum Volatility ETF shares in Q3 2022, an estimated $264K.
  • Concorde Asset Management first reported a position in JPMorgan U.S. Minimum Volatility ETF in Q4 2019 and held it in 10 quarters.
  • Concorde Asset Management's JPMorgan U.S. Minimum Volatility ETF position peaked at $425K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Minimum Volatility ETF as of Q3 2022.

Based on Concorde Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.